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 | $61,921 | $98,750-37.3% | $149,696-58.6% | $79,858-22.5% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.5%-1.1pp | 69.6%+11.8pp |
| Annual return | 7.30% | 27.43%-20.1pp | 276.60%-269.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $555 | $3,216-82.7% | $4,644-88.0% | $2,471-77.5% |
| Participant deferral / active EE | $5,106 | $5,680-10.1% | $6,842-25.4% | $3,740+36.5% |
| Admin fee / account holder | $16,000 | $6,053+164.3% | $9,309+71.9% | $5,306+201.5% |