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 | $38,664 | $101,724-62.0% | $164,813-76.5% | $80,856-52.2% |
| Participation rate | 85.1% | 71.8%+13.3pp | 78.6%+6.5pp | 67.6%+17.5pp |
| Annual return | 9.32% | 16.72%-7.4pp | 69.93%-60.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $689 | $2,953-76.7% | $4,341-84.1% | $2,755-75.0% |
| Participant deferral / active EE | $2,548 | $4,477-43.1% | $6,031-57.8% | $4,296-40.7% |
| Admin fee / account holder | $9,566 | $8,227+16.3% | $12,690-24.6% | $6,918+38.3% |