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 | $62,853 | $56,277+11.7% | $80,975-22.4% | $62,891-0.1% |
| Participation rate | 72.0% | 69.0%+3.0pp | 75.8%-3.8pp | 69.3%+2.7pp |
| Annual return | 0.44% | 22.12%-21.7pp | 17.10%-16.7pp | 20.14%-19.7pp |
| Employer contribution / active EE | $201 | $1,943-89.6% | $3,714-94.6% | $2,281-91.2% |
| Participant deferral / active EE | $2,065 | $4,195-50.8% | $5,696-63.8% | $3,203-35.5% |
| Admin fee / account holder | $5,027 | $3,741+34.4% | $5,516-8.9% | $4,296+17.0% |