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 | $96,658 | $137,414-29.7% | $189,513-49.0% | $85,850+12.6% |
| Participation rate | 81.1% | 84.6%-3.5pp | 87.8%-6.7pp | 69.3%+11.8pp |
| Annual return | 9.10% | 38.14%-29.0pp | 555.15%-546.1pp | 318.53%-309.4pp |
| Employer contribution / active EE | $1,254 | $4,344-71.1% | $6,162-79.7% | $2,565-51.1% |
| Participant deferral / active EE | $3,649 | $6,260-41.7% | $8,221-55.6% | $3,952-7.7% |
| Admin fee / account holder | $1,060 | $8,630-87.7% | $12,045-91.2% | $6,260-83.1% |