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 | $48,619 | $74,888-35.1% | $71,209-31.7% | $142,382-65.9% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 6.48% | 345.14%-338.7pp | 282.51%-276.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $307 | $2,854-89.2% | $2,721-88.7% | $4,299-92.9% |
| Participant deferral / active EE | $3,313 | $4,454-25.6% | $4,175-20.7% | $6,507-49.1% |
| Admin fee / account holder | $11,698 | $5,568+110.1% | $5,349+118.7% | $12,624-7.3% |