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 | $40,755 | $171,865-76.3% | $149,718-72.8% | $147,584-72.4% |
| Participation rate | 72.2% | 88.2%-16.0pp | 87.1%-14.8pp | 82.8%-10.6pp |
| Annual return | 3.54% | 2113.22%-2109.7pp | 1501.63%-1498.1pp | 578.55%-575.0pp |
| Employer contribution / active EE | $415 | $6,275-93.4% | $5,445-92.4% | $4,876-91.5% |
| Participant deferral / active EE | $3,397 | $7,271-53.3% | $6,569-48.3% | $5,439-37.5% |
| Admin fee / account holder | $18,418 | $13,799+33.5% | $11,283+63.2% | $10,885+69.2% |