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 | $30,638 | $118,849-74.2% | $96,562-68.3% | $167,490-81.7% |
| Participation rate | 95.5% | 75.5%+20.0pp | 69.8%+25.6pp | 82.1%+13.3pp |
| Annual return | 7.71% | 50.49%-42.8pp | 37.78%-30.1pp | 478.56%-470.8pp |
| Employer contribution / active EE | $317 | $3,120-89.8% | $2,356-86.6% | $4,837-93.4% |
| Participant deferral / active EE | $4,584 | $4,616-0.7% | $3,849+19.1% | $6,341-27.7% |
| Admin fee / account holder | $20,614 | $8,065+155.6% | $6,181+233.5% | $12,309+67.5% |