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 | $47,855 | $22,587+111.9% | $65,255-26.7% | $75,163-36.3% |
| Participation rate | 75.0% | 63.1%+11.9pp | 65.0%+10.0pp | 67.2%+7.8pp |
| Annual return | 3.48% | 71.03%-67.5pp | 47.35%-43.9pp | 160.62%-157.1pp |
| Employer contribution / active EE | $206 | $941-78.1% | $1,691-87.8% | $2,670-92.3% |
| Participant deferral / active EE | $1,971 | $1,695+16.2% | $2,831-30.4% | $4,125-52.2% |
| Admin fee / account holder | $2,324 | $1,876+23.9% | $4,112-43.5% | $5,651-58.9% |