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 | $48,460 | $86,929-44.3% | $102,423-52.7% | $80,856-40.1% |
| Participation rate | 92.8% | 72.4%+20.4pp | 76.5%+16.3pp | 67.6%+25.1pp |
| Annual return | 8.84% | 18.88%-10.0pp | 29.32%-20.5pp | 35.59%-26.8pp |
| Employer contribution / active EE | $696 | $2,369-70.6% | $3,023-77.0% | $2,755-74.8% |
| Participant deferral / active EE | $2,376 | $4,118-42.3% | $5,053-53.0% | $4,296-44.7% |
| Admin fee / account holder | $1,788 | $8,049-77.8% | $9,451-81.1% | $6,918-74.2% |