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 | $49,004 | $86,929-43.6% | $102,423-52.2% | $80,856-39.4% |
| Participation rate | 77.2% | 72.4%+4.8pp | 76.5%+0.7pp | 67.6%+9.6pp |
| Annual return | 10.23% | 18.88%-8.6pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $591 | $2,369-75.1% | $3,023-80.5% | $2,755-78.6% |
| Participant deferral / active EE | $2,214 | $4,118-46.2% | $5,053-56.2% | $4,296-48.5% |
| Admin fee / account holder | $601 | $8,049-92.5% | $9,451-93.6% | $6,918-91.3% |