See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,413 | $115,770-69.4% | $101,248-65.0% | $158,922-77.7% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 6.65% | 56.14%-49.5pp | 46.47%-39.8pp | 302.83%-296.2pp |
| Employer contribution / active EE | $416 | $4,175-90.0% | $3,660-88.6% | $4,761-91.3% |
| Participant deferral / active EE | $3,066 | $4,957-38.2% | $4,370-29.8% | $5,982-48.8% |
| Admin fee / account holder | $31,377 | $7,245+333.1% | $5,945+427.7% | $11,246+179.0% |