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 | $47,699 | $178,174-73.2% | $156,181-69.5% | $137,256-65.2% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 8.93% | 84.19%-75.3pp | 64.87%-55.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $105 | $4,972-97.9% | $4,294-97.6% | $4,156-97.5% |
| Participant deferral / active EE | $3,317 | $6,888-51.8% | $6,132-45.9% | $6,407-48.2% |
| Admin fee / account holder | $24,317 | $17,404+39.7% | $14,586+66.7% | $12,270+98.2% |