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 | $53,139 | $93,571-43.2% | $135,903-60.9% | $75,163-29.3% |
| Participation rate | 71.9% | 75.2%-3.3pp | 81.9%-10.0pp | 67.2%+4.7pp |
| Annual return | 10.08% | 30.90%-20.8pp | 68.23%-58.1pp | 160.62%-150.5pp |
| Employer contribution / active EE | $667 | $3,537-81.2% | $4,856-86.3% | $2,670-75.0% |
| Participant deferral / active EE | $3,351 | $6,404-47.7% | $7,758-56.8% | $4,125-18.8% |
| Admin fee / account holder | $13,710 | $6,975+96.6% | $10,762+27.4% | $5,651+142.6% |