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 | $59,054 | $132,239-55.3% | $105,722-44.1% | $273,961-78.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 1.49% | 10.07%-8.6pp | 12.25%-10.8pp | 41.45%-40.0pp |
| Employer contribution / active EE | $1,091 | $4,867-77.6% | $4,079-73.3% | $4,869-77.6% |
| Participant deferral / active EE | $6,550 | $6,233+5.1% | $5,326+23.0% | $5,287+23.9% |
| Admin fee / account holder | $20,450 | $12,032+70.0% | $8,308+146.1% | $10,132+101.8% |