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 | $57,660 | $65,561-12.1% | $86,188-33.1% | $75,163-23.3% |
| Participation rate | 97.1% | 60.5%+36.7pp | 69.0%+28.2pp | 67.2%+30.0pp |
| Annual return | 12.63% | 46.05%-33.4pp | 1168.45%-1155.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $310 | $1,553-80.0% | $2,380-87.0% | $2,670-88.4% |
| Participant deferral / active EE | $4,079 | $3,024+34.9% | $3,985+2.4% | $4,125-1.1% |
| Admin fee / account holder | $13,438 | $5,474+145.5% | $6,852+96.1% | $5,651+137.8% |