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 | $64,122 | $109,359-41.4% | $162,163-60.5% | $72,985-12.1% |
| Participation rate | 88.9% | 84.3%+4.6pp | 87.6%+1.3pp | 69.5%+19.4pp |
| Annual return | 14.40% | 25.46%-11.1pp | 115.59%-101.2pp | 81.00%-66.6pp |
| Employer contribution / active EE | $874 | $3,907-77.6% | $5,614-84.4% | $2,440-64.2% |
| Participant deferral / active EE | $3,648 | $5,481-33.5% | $7,298-50.0% | $3,607+1.1% |
| Admin fee / account holder | $17,176 | $7,972+115.5% | $10,843+58.4% | $5,124+235.2% |