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 | $18,793 | $118,849-84.2% | $96,562-80.5% | $167,490-88.8% |
| Participation rate | 94.4% | 75.5%+19.0pp | 69.8%+24.6pp | 82.1%+12.3pp |
| Annual return | 7.47% | 50.49%-43.0pp | 37.78%-30.3pp | 478.56%-471.1pp |
| Employer contribution / active EE | $459 | $3,120-85.3% | $2,356-80.5% | $4,837-90.5% |
| Participant deferral / active EE | $2,294 | $4,616-50.3% | $3,849-40.4% | $6,341-63.8% |
| Admin fee / account holder | $1,199 | $8,065-85.1% | $6,181-80.6% | $12,309-90.3% |