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 8-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 | $64,408 | $53,822+19.7% | $75,696-14.9% | $85,850-25.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.02% | 24.54%-12.5pp | 104.53%-92.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $37 | $2,017-98.2% | $2,743-98.7% | $2,565-98.6% |
| Participant deferral / active EE | $1,480 | $2,895-48.9% | $3,821-61.3% | $3,952-62.5% |
| Admin fee / account holder | $4,852 | $3,343+45.2% | $3,619+34.1% | $6,260-22.5% |