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 3-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 | $48,546 | $74,888-35.2% | $71,209-31.8% | $142,382-65.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 11.82% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $102 | $2,854-96.4% | $2,721-96.3% | $4,299-97.6% |
| Participant deferral / active EE | $1,509 | $4,454-66.1% | $4,175-63.9% | $6,507-76.8% |
| Admin fee / account holder | $550 | $5,568-90.1% | $5,349-89.7% | $12,624-95.6% |