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 | $72,304 | $101,724-28.9% | $164,813-56.1% | $80,856-10.6% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.6%+25.5pp |
| Annual return | 9.55% | 16.72%-7.2pp | 69.93%-60.4pp | 35.59%-26.0pp |
| Employer contribution / active EE | $588 | $2,953-80.1% | $4,341-86.5% | $2,755-78.7% |
| Participant deferral / active EE | $6,095 | $4,477+36.1% | $6,031+1.1% | $4,296+41.9% |
| Admin fee / account holder | $37,080 | $8,227+350.7% | $12,690+192.2% | $6,918+436.0% |