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 | $61,505 | $77,634-20.8% | $156,549-60.7% | $62,891-2.2% |
| Participation rate | 72.0% | 71.2%+0.8pp | 84.0%-12.0pp | 69.3%+2.7pp |
| Annual return | 3.55% | 50.32%-46.8pp | 32.23%-28.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $230 | $3,444-93.3% | $5,501-95.8% | $2,281-89.9% |
| Participant deferral / active EE | $3,117 | $3,045+2.3% | $4,871-36.0% | $3,203-2.7% |
| Admin fee / account holder | $1,864 | $5,561-66.5% | $13,027-85.7% | $4,296-56.6% |