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 | $33,638 | $117,841-71.5% | $102,423-67.2% | $145,922-76.9% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 8.01% | 31.65%-23.6pp | 29.32%-21.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $728 | $3,615-79.9% | $3,023-75.9% | $4,660-84.4% |
| Participant deferral / active EE | $4,326 | $5,731-24.5% | $5,053-14.4% | $6,688-35.3% |
| Admin fee / account holder | $20,822 | $13,326+56.3% | $9,451+120.3% | $13,397+55.4% |