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 8-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 | $47,405 | $93,571-49.3% | $135,903-65.1% | $75,163-36.9% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.5pp | 67.2%+10.2pp |
| Annual return | 8.47% | 30.90%-22.4pp | 68.23%-59.8pp | 160.62%-152.1pp |
| Employer contribution / active EE | $494 | $3,537-86.0% | $4,856-89.8% | $2,670-81.5% |
| Participant deferral / active EE | $9,373 | $6,404+46.4% | $7,758+20.8% | $4,125+127.2% |
| Admin fee / account holder | $91,193 | $6,975+1207.3% | $10,762+747.4% | $5,651+1513.8% |