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 | $42,418 | $125,758-66.3% | $169,993-75.0% | $75,163-43.6% |
| Participation rate | 82.1% | 83.6%-1.5pp | 87.0%-4.9pp | 67.2%+14.9pp |
| Annual return | 13.12% | 27.20%-14.1pp | 53.37%-40.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,513 | $6,837-34.0% | $10,408-56.6% | $4,125+9.4% |
| Admin fee / account holder | $4,056 | $8,173-50.4% | $12,815-68.3% | $5,651-28.2% |