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 | $19,878 | $61,605-67.7% | $112,229-82.3% | $75,163-73.6% |
| Participation rate | 84.8% | 61.7%+23.2pp | 72.4%+12.4pp | 67.2%+17.7pp |
| Annual return | 11.88% | 28.47%-16.6pp | 30.20%-18.3pp | 160.62%-148.7pp |
| Employer contribution / active EE | $461 | $2,015-77.1% | $3,430-86.6% | $2,670-82.7% |
| Participant deferral / active EE | $1,695 | $3,108-45.5% | $4,798-64.7% | $4,125-58.9% |
| Admin fee / account holder | $11,524 | $4,862+137.0% | $7,748+48.7% | $5,651+103.9% |