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 | $46,255 | $91,538-49.5% | $129,995-64.4% | $75,163-38.5% |
| Participation rate | 79.7% | 71.4%+8.2pp | 78.5%+1.2pp | 67.2%+12.5pp |
| Annual return | 10.66% | -631.11%+641.8pp | -137.18%+147.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $668 | $2,845-76.5% | $4,320-84.5% | $2,670-75.0% |
| Participant deferral / active EE | $2,080 | $4,341-52.1% | $5,820-64.3% | $4,125-49.6% |
| Admin fee / account holder | $1,230 | $6,790-81.9% | $10,614-88.4% | $5,651-78.2% |