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 | $52,318 | $49,227+6.3% | $70,449-25.7% | $79,858-34.5% |
| Participation rate | 91.7% | 69.2%+22.5pp | 75.1%+16.6pp | 69.6%+22.0pp |
| Annual return | 4.62% | 30.06%-25.4pp | 109.03%-104.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,771 | $2,768-36.0% | $3,709-52.2% | $3,740-52.6% |
| Admin fee / account holder | $3,658 | $2,878+27.1% | $3,845-4.9% | $5,306-31.1% |