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 | $56,603 | $133,922-57.7% | $116,228-51.3% | $142,382-60.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 4.81% | 147.76%-143.0pp | 90.06%-85.3pp | 217.08%-212.3pp |
| Employer contribution / active EE | $268 | $3,446-92.2% | $2,994-91.0% | $4,299-93.8% |
| Participant deferral / active EE | $10,985 | $5,672+93.7% | $4,953+121.8% | $6,507+68.8% |
| Admin fee / account holder | $33,298 | $14,945+122.8% | $11,989+177.7% | $12,624+163.8% |