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 | $50,730 | $78,422-35.3% | $95,952-47.1% | $79,858-36.5% |
| Participation rate | 71.9% | 73.5%-1.6pp | 77.1%-5.2pp | 69.6%+2.2pp |
| Annual return | 9.58% | 19.37%-9.8pp | 91.61%-82.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $354 | $1,945-81.8% | $2,541-86.1% | $2,471-85.7% |
| Participant deferral / active EE | $4,633 | $3,440+34.7% | $4,167+11.2% | $3,740+23.9% |
| Admin fee / account holder | $1,268 | $5,622-77.4% | $6,795-81.3% | $5,306-76.1% |