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 | $33,855 | $127,065-73.4% | $113,168-70.1% | $142,382-76.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.98% | 24.03%-15.0pp | 24.27%-15.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $250 | $3,442-92.7% | $2,975-91.6% | $4,299-94.2% |
| Participant deferral / active EE | $2,380 | $5,716-58.4% | $5,107-53.4% | $6,507-63.4% |
| Admin fee / account holder | $2,320 | $15,736-85.3% | $12,068-80.8% | $12,624-81.6% |