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 | $49,285 | $116,175-57.6% | $93,606-47.3% | $152,861-67.8% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 3.52% | 35.96%-32.4pp | 32.76%-29.2pp | 345.32%-341.8pp |
| Employer contribution / active EE | $477 | $3,218-85.2% | $2,718-82.5% | $4,762-90.0% |
| Participant deferral / active EE | $1,907 | $4,603-58.6% | $4,069-53.1% | $5,850-67.4% |
| Admin fee / account holder | $2,309 | $10,748-78.5% | $7,888-70.7% | $11,596-80.1% |