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 | $25,377 | $78,672-67.7% | $109,143-76.7% | $85,850-70.4% |
| Participation rate | 81.4% | 68.3%+13.2pp | 75.9%+5.6pp | 69.3%+12.1pp |
| Annual return | 6.69% | 25.09%-18.4pp | 25.75%-19.1pp | 318.53%-311.8pp |
| Employer contribution / active EE | $403 | $2,735-85.2% | $3,722-89.2% | $2,565-84.3% |
| Participant deferral / active EE | $1,596 | $3,467-54.0% | $4,653-65.7% | $3,952-59.6% |
| Admin fee / account holder | $3,335 | $5,469-39.0% | $6,752-50.6% | $6,260-46.7% |