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 | $65,478 | $111,535-41.3% | $105,223-37.8% | $137,256-52.3% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 8.31% | 237.85%-229.5pp | 180.65%-172.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $333 | $3,939-91.5% | $3,689-91.0% | $4,156-92.0% |
| Participant deferral / active EE | $3,407 | $5,500-38.0% | $5,072-32.8% | $6,407-46.8% |
| Admin fee / account holder | $1,270 | $9,721-86.9% | $8,859-85.7% | $12,270-89.7% |