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 8-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 | $65,143 | $109,413-40.5% | $156,263-58.3% | $84,808-23.2% |
| Participation rate | 84.2% | 72.7%+11.5pp | 78.9%+5.3pp | 68.3%+15.9pp |
| Annual return | 9.03% | 20.18%-11.2pp | 59.47%-50.4pp | 40.90%-31.9pp |
| Employer contribution / active EE | $588 | $2,907-79.8% | $4,333-86.4% | $2,631-77.6% |
| Participant deferral / active EE | $3,764 | $4,590-18.0% | $6,158-38.9% | $4,212-10.6% |
| Admin fee / account holder | $22,683 | $9,357+142.4% | $14,255+59.1% | $7,344+208.9% |