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 | $27,242 | $127,065-78.6% | $113,168-75.9% | $142,382-80.9% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 10.03% | 24.03%-14.0pp | 24.27%-14.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $628 | $3,442-81.8% | $2,975-78.9% | $4,299-85.4% |
| Participant deferral / active EE | $2,540 | $5,716-55.6% | $5,107-50.3% | $6,507-61.0% |
| Admin fee / account holder | $10,344 | $15,736-34.3% | $12,068-14.3% | $12,624-18.1% |