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 | $72,790 | $89,355-18.5% | $141,162-48.4% | $72,985-0.3% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.5%+8.4pp | 69.5%+21.4pp |
| Annual return | 18.12% | 111.85%-93.7pp | 71.39%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $14 | $3,114-99.6% | $4,735-99.7% | $2,440-99.4% |
| Participant deferral / active EE | $13,366 | $5,418+146.7% | $6,709+99.2% | $3,607+270.5% |
| Admin fee / account holder | $8,883 | $5,958+49.1% | $10,261-13.4% | $5,124+73.3% |