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 | $28,448 | $110,257-74.2% | $96,544-70.5% | $139,434-79.6% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.7pp |
| Annual return | 8.58% | 26.32%-17.7pp | 25.84%-17.3pp | 372.94%-364.4pp |
| Employer contribution / active EE | $436 | $3,620-88.0% | $2,965-85.3% | $4,751-90.8% |
| Participant deferral / active EE | $1,997 | $5,548-64.0% | $4,851-58.8% | $6,710-70.2% |
| Admin fee / account holder | $9,139 | $11,591-21.2% | $8,252+10.7% | $11,403-19.8% |