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 | $51,363 | $89,355-42.5% | $141,162-63.6% | $72,985-29.6% |
| Participation rate | 70.5% | 75.1%-4.6pp | 82.5%-12.0pp | 69.5%+1.0pp |
| Annual return | 12.10% | 111.85%-99.7pp | 71.39%-59.3pp | 81.00%-68.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,007 | $5,418+47.8% | $6,709+19.3% | $3,607+122.0% |
| Admin fee / account holder | $3,164 | $5,958-46.9% | $10,261-69.2% | $5,124-38.3% |