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 | $66,572 | $93,571-28.9% | $135,903-51.0% | $75,163-11.4% |
| Participation rate | 80.9% | 75.2%+5.7pp | 81.9%-1.1pp | 67.2%+13.7pp |
| Annual return | 8.63% | 30.90%-22.3pp | 68.23%-59.6pp | 160.62%-152.0pp |
| Employer contribution / active EE | $558 | $3,537-84.2% | $4,856-88.5% | $2,670-79.1% |
| Participant deferral / active EE | $4,948 | $6,404-22.7% | $7,758-36.2% | $4,125+19.9% |
| Admin fee / account holder | $12,193 | $6,975+74.8% | $10,762+13.3% | $5,651+115.8% |