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 | $78,714 | $148,978-47.2% | $200,582-60.8% | $84,808-7.2% |
| Participation rate | 77.3% | 84.2%-7.0pp | 86.9%-9.6pp | 68.3%+9.0pp |
| Annual return | 12.61% | 28.16%-15.5pp | 42.33%-29.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,515 | $4,815-68.5% | $6,419-76.4% | $2,631-42.4% |
| Participant deferral / active EE | $4,122 | $7,142-42.3% | $9,331-55.8% | $4,212-2.1% |
| Admin fee / account holder | $5,577 | $13,977-60.1% | $16,305-65.8% | $7,344-24.1% |