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 6-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 | $34,138 | $99,985-65.9% | $146,665-76.7% | $85,850-60.2% |
| Participation rate | 73.3% | 73.1%+0.3pp | 80.1%-6.7pp | 69.3%+4.0pp |
| Annual return | 11.09% | 18.93%-7.8pp | 22.74%-11.7pp | 318.53%-307.4pp |
| Employer contribution / active EE | $25 | $2,559-99.0% | $4,136-99.4% | $2,565-99.0% |
| Participant deferral / active EE | $2,436 | $4,006-39.2% | $5,506-55.8% | $3,952-38.4% |
| Admin fee / account holder | $3,233 | $7,702-58.0% | $10,280-68.6% | $6,260-48.4% |