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 | $41,275 | $101,883-59.5% | $453,369-90.9% | $85,850-51.9% |
| Participation rate | 86.0% | 72.3%+13.7pp | 78.0%+8.0pp | 69.3%+16.7pp |
| Annual return | 10.61% | 25.38%-14.8pp | 64.40%-53.8pp | 318.53%-307.9pp |
| Employer contribution / active EE | $207 | $2,847-92.7% | $4,070-94.9% | $2,565-91.9% |
| Participant deferral / active EE | $5,552 | $4,782+16.1% | $6,209-10.6% | $3,952+40.5% |
| Admin fee / account holder | $2,173 | $5,706-61.9% | $11,209-80.6% | $6,260-65.3% |