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 | $46,175 | $86,286-46.5% | $111,297-58.5% | $85,850-46.2% |
| Participation rate | 89.0% | 73.3%+15.7pp | 77.3%+11.7pp | 69.3%+19.7pp |
| Annual return | 8.81% | 19.99%-11.2pp | 54.65%-45.8pp | 318.53%-309.7pp |
| Employer contribution / active EE | $235 | $2,043-88.5% | $2,731-91.4% | $2,565-90.8% |
| Participant deferral / active EE | $2,552 | $3,641-29.9% | $4,487-43.1% | $3,952-35.4% |
| Admin fee / account holder | $10,881 | $8,188+32.9% | $7,964+36.6% | $6,260+73.8% |