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 | $78,840 | $124,319-36.6% | $111,297-29.2% | $167,490-52.9% |
| Participation rate | 79.2% | 79.6%-0.4pp | 77.3%+1.9pp | 82.1%-2.9pp |
| Annual return | 8.85% | 37.44%-28.6pp | 54.65%-45.8pp | 478.56%-469.7pp |
| Employer contribution / active EE | $595 | $3,435-82.7% | $2,731-78.2% | $4,837-87.7% |
| Participant deferral / active EE | $1,790 | $5,180-65.4% | $4,487-60.1% | $6,341-71.8% |
| Admin fee / account holder | $5,330 | $10,618-49.8% | $7,964-33.1% | $12,309-56.7% |