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 | $20,955 | $172,111-87.8% | $150,298-86.1% | $137,256-84.7% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 7.52% | 69.37%-61.9pp | 62.79%-55.3pp | 220.34%-212.8pp |
| Employer contribution / active EE | $499 | $4,636-89.2% | $4,154-88.0% | $4,156-88.0% |
| Participant deferral / active EE | $2,273 | $6,166-63.1% | $5,453-58.3% | $6,407-64.5% |
| Admin fee / account holder | $8,490 | $16,471-48.5% | $14,116-39.9% | $12,270-30.8% |