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 | $69,821 | $58,512+19.3% | $84,015-16.9% | $72,985-4.3% |
| Participation rate | 77.6% | 61.2%+16.4pp | 69.0%+8.6pp | 69.5%+8.2pp |
| Annual return | 11.83% | 28.93%-17.1pp | 71.31%-59.5pp | 81.00%-69.2pp |
| Employer contribution / active EE | $155 | $1,163-86.6% | $1,983-92.2% | $2,440-93.6% |
| Participant deferral / active EE | $1,856 | $2,394-22.5% | $3,239-42.7% | $3,607-48.5% |
| Admin fee / account holder | $15,844 | $4,569+246.8% | $6,101+159.7% | $5,124+209.2% |