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 | $47,639 | $88,672-46.3% | $105,223-54.7% | $82,448-42.2% |
| Participation rate | 76.2% | 67.9%+8.3pp | 75.0%+1.1pp | 68.1%+8.1pp |
| Annual return | 7.92% | 30.86%-22.9pp | 180.65%-172.7pp | 41.64%-33.7pp |
| Employer contribution / active EE | $595 | $3,048-80.5% | $3,689-83.9% | $2,551-76.7% |
| Participant deferral / active EE | $2,453 | $4,036-39.2% | $5,072-51.6% | $4,139-40.7% |
| Admin fee / account holder | $6,138 | $7,146-14.1% | $8,859-30.7% | $7,234-15.1% |