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 | $49,581 | $86,286-42.5% | $111,297-55.5% | $85,850-42.2% |
| Participation rate | 93.6% | 73.3%+20.3pp | 77.3%+16.3pp | 69.3%+24.3pp |
| Annual return | 8.90% | 19.99%-11.1pp | 54.65%-45.8pp | 318.53%-309.6pp |
| Employer contribution / active EE | $471 | $2,043-77.0% | $2,731-82.8% | $2,565-81.6% |
| Participant deferral / active EE | $2,414 | $3,641-33.7% | $4,487-46.2% | $3,952-38.9% |
| Admin fee / account holder | $12,858 | $8,188+57.0% | $7,964+61.5% | $6,260+105.4% |