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 9-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 | $91,861 | $123,793-25.8% | $177,821-48.3% | $79,858+15.0% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.7%+8.3pp | 69.6%+26.4pp |
| Annual return | 8.22% | 22.82%-14.6pp | 48.32%-40.1pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,109 | $4,095-72.9% | $5,918-81.3% | $2,471-55.1% |
| Participant deferral / active EE | $7,191 | $5,956+20.7% | $7,714-6.8% | $3,740+92.3% |
| Admin fee / account holder | $2,808 | $7,243-61.2% | $12,427-77.4% | $5,306-47.1% |