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 | $46,530 | $110,257-57.8% | $96,544-51.8% | $139,434-66.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.27% | 26.32%-18.0pp | 25.84%-17.6pp | 372.94%-364.7pp |
| Employer contribution / active EE | $328 | $3,620-90.9% | $2,965-88.9% | $4,751-93.1% |
| Participant deferral / active EE | $1,823 | $5,548-67.1% | $4,851-62.4% | $6,710-72.8% |
| Admin fee / account holder | $51,215 | $11,591+341.8% | $8,252+520.6% | $11,403+349.2% |