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 | $54,676 | $102,317-46.6% | $146,958-62.8% | $80,856-32.4% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.2%-4.2pp | 67.6%+10.4pp |
| Annual return | 11.58% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $847 | $3,713-77.2% | $4,933-82.8% | $2,755-69.3% |
| Participant deferral / active EE | $3,640 | $6,644-45.2% | $8,070-54.9% | $4,296-15.3% |
| Admin fee / account holder | $16,685 | $7,941+110.1% | $12,998+28.4% | $6,918+141.2% |