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 | $69,311 | $57,281+21.0% | $86,612-20.0% | $75,163-7.8% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | 3.36% | 2670.75%-2667.4pp | 591.07%-587.7pp | 160.62%-157.3pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,147 | $3,318+25.0% | $4,438-6.6% | $4,125+0.5% |
| Admin fee / account holder | $1,053 | $4,112-74.4% | $5,614-81.2% | $5,651-81.4% |