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 | $59,524 | $107,934-44.9% | $91,989-35.3% | $152,861-61.1% |
| Participation rate | 70.8% | 81.2%-10.3pp | 78.6%-7.8pp | 82.4%-11.6pp |
| Annual return | 12.94% | 89.24%-76.3pp | 69.02%-56.1pp | 345.32%-332.4pp |
| Employer contribution / active EE | $237 | $4,210-94.4% | $3,452-93.1% | $4,762-95.0% |
| Participant deferral / active EE | $2,020 | $6,364-68.3% | $5,923-65.9% | $5,850-65.5% |
| Admin fee / account holder | $17,553 | $10,520+66.9% | $7,743+126.7% | $11,596+51.4% |