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 | $44,364 | $109,881-59.6% | $150,045-70.4% | $84,808-47.7% |
| Participation rate | 70.0% | 76.1%-6.1pp | 82.3%-12.3pp | 68.3%+1.7pp |
| Annual return | 11.89% | 28.25%-16.4pp | 62.55%-50.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $685 | $3,561-80.8% | $4,693-85.4% | $2,631-74.0% |
| Participant deferral / active EE | $3,193 | $6,636-51.9% | $7,997-60.1% | $4,212-24.2% |
| Admin fee / account holder | $7,267 | $8,568-15.2% | $13,435-45.9% | $7,344-1.1% |