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 | $49,148 | $86,286-43.0% | $111,297-55.8% | $85,850-42.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 9.83% | 19.99%-10.2pp | 54.65%-44.8pp | 318.53%-308.7pp |
| Employer contribution / active EE | $209 | $2,043-89.8% | $2,731-92.3% | $2,565-91.8% |
| Participant deferral / active EE | $1,932 | $3,641-46.9% | $4,487-56.9% | $3,952-51.1% |
| Admin fee / account holder | $610 | $8,188-92.6% | $7,964-92.3% | $6,260-90.3% |