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 | $47,671 | $157,256-69.7% | $141,162-66.2% | $152,861-68.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.91% | 64.32%-51.4pp | 71.39%-58.5pp | 345.32%-332.4pp |
| Employer contribution / active EE | $830 | $5,261-84.2% | $4,735-82.5% | $4,762-82.6% |
| Participant deferral / active EE | $2,755 | $7,109-61.2% | $6,709-58.9% | $5,850-52.9% |
| Admin fee / account holder | $18,951 | $12,120+56.4% | $10,261+84.7% | $11,596+63.4% |