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 | $43,252 | $105,181-58.9% | $159,436-72.9% | $85,850-49.6% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.8%+14.3pp | 69.3%+27.8pp |
| Annual return | 12.49% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $611 | $3,318-81.6% | $4,829-87.3% | $2,565-76.2% |
| Participant deferral / active EE | $7,838 | $5,945+31.8% | $7,352+6.6% | $3,952+98.3% |
| Admin fee / account holder | $4,052 | $6,933-41.6% | $10,799-62.5% | $6,260-35.3% |