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 | $58,264 | $148,978-60.9% | $200,582-71.0% | $84,808-31.3% |
| Participation rate | 78.0% | 84.2%-6.2pp | 86.9%-8.8pp | 68.3%+9.7pp |
| Annual return | 12.26% | 28.16%-15.9pp | 42.33%-30.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,384 | $7,142-24.6% | $9,331-42.3% | $4,212+27.8% |
| Admin fee / account holder | $6,326 | $13,977-54.7% | $16,305-61.2% | $7,344-13.9% |