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 | $37,799 | $88,672-57.4% | $105,223-64.1% | $82,448-54.2% |
| Participation rate | 84.2% | 67.9%+16.3pp | 75.0%+9.2pp | 68.1%+16.1pp |
| Annual return | 11.60% | 30.86%-19.3pp | 180.65%-169.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $477 | $3,048-84.3% | $3,689-87.1% | $2,551-81.3% |
| Participant deferral / active EE | $3,398 | $4,036-15.8% | $5,072-33.0% | $4,139-17.9% |
| Admin fee / account holder | $8,399 | $7,146+17.5% | $8,859-5.2% | $7,234+16.1% |