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 | $53,990 | $87,841-38.5% | $133,980-59.7% | $62,891-14.2% |
| Participation rate | 83.6% | 83.4%+0.3pp | 87.1%-3.4pp | 69.3%+14.3pp |
| Annual return | 2.19% | 12.05%-9.9pp | 29.30%-27.1pp | 20.14%-17.9pp |
| Employer contribution / active EE | $727 | $3,483-79.1% | $5,211-86.0% | $2,281-68.1% |
| Participant deferral / active EE | $4,558 | $4,812-5.3% | $6,282-27.4% | $3,203+42.3% |
| Admin fee / account holder | $3,779 | $5,371-29.6% | $9,324-59.5% | $4,296-12.0% |