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 | $51,726 | $72,492-28.6% | $87,100-40.6% | $72,985-29.1% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 7.47% | 24.46%-17.0pp | 28.19%-20.7pp | 81.00%-73.5pp |
| Employer contribution / active EE | $427 | $1,894-77.5% | $2,521-83.1% | $2,440-82.5% |
| Participant deferral / active EE | $3,069 | $3,270-6.1% | $4,049-24.2% | $3,607-14.9% |
| Admin fee / account holder | $11,016 | $5,055+117.9% | $7,497+46.9% | $5,124+115.0% |