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 7-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 | $46,200 | $98,750-53.2% | $149,696-69.1% | $79,858-42.1% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.6%+26.0pp |
| Annual return | 9.61% | 27.43%-17.8pp | 276.60%-267.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $402 | $3,216-87.5% | $4,644-91.3% | $2,471-83.7% |
| Participant deferral / active EE | $7,373 | $5,680+29.8% | $6,842+7.8% | $3,740+97.1% |
| Admin fee / account holder | $2,810 | $6,053-53.6% | $9,309-69.8% | $5,306-47.0% |