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 | $68,339 | $54,541+25.3% | $78,778-13.3% | $70,131-2.6% |
| Participation rate | 81.2% | 60.8%+20.4pp | 69.2%+12.0pp | 69.5%+11.6pp |
| Annual return | 11.13% | 21.07%-9.9pp | 35.62%-24.5pp | 73.14%-62.0pp |
| Employer contribution / active EE | $173 | $1,089-84.1% | $1,986-91.3% | $2,342-92.6% |
| Participant deferral / active EE | $1,910 | $2,210-13.6% | $2,958-35.4% | $3,332-42.7% |
| Admin fee / account holder | $2,902 | $3,709-21.7% | $5,134-43.5% | $4,645-37.5% |