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 | $96,682 | $87,841+10.1% | $133,980-27.8% | $62,891+53.7% |
| Participation rate | 85.4% | 83.4%+2.0pp | 87.1%-1.7pp | 69.3%+16.1pp |
| Annual return | 2.57% | 12.05%-9.5pp | 29.30%-26.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $763 | $3,483-78.1% | $5,211-85.4% | $2,281-66.5% |
| Participant deferral / active EE | $4,093 | $4,812-14.9% | $6,282-34.8% | $3,203+27.8% |
| Admin fee / account holder | $6,847 | $5,371+27.5% | $9,324-26.6% | $4,296+59.4% |