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 5-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 | $34,793 | $183,519-81.0% | $155,509-77.6% | $145,922-76.2% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 7.88% | 61.17%-53.3pp | 64.67%-56.8pp | 561.29%-553.4pp |
| Employer contribution / active EE | $708 | $5,313-86.7% | $4,672-84.8% | $4,660-84.8% |
| Participant deferral / active EE | $2,849 | $6,462-55.9% | $5,626-49.4% | $6,688-57.4% |
| Admin fee / account holder | $19,849 | $19,313+2.8% | $15,912+24.7% | $13,397+48.2% |