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 | $53,612 | $125,758-57.4% | $169,993-68.5% | $75,163-28.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 2.46% | 27.20%-24.7pp | 53.37%-50.9pp | 160.62%-158.2pp |
| Employer contribution / active EE | $1,273 | $4,615-72.4% | $6,785-81.2% | $2,670-52.3% |
| Participant deferral / active EE | $3,788 | $6,837-44.6% | $10,408-63.6% | $4,125-8.2% |
| Admin fee / account holder | $6,326 | $8,173-22.6% | $12,815-50.6% | $5,651+11.9% |