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 | $37,968 | $78,672-51.7% | $109,143-65.2% | $85,850-55.8% |
| Participation rate | 92.9% | 68.3%+24.6pp | 75.9%+17.0pp | 69.3%+23.5pp |
| Annual return | 10.08% | 25.09%-15.0pp | 25.75%-15.7pp | 318.53%-308.4pp |
| Employer contribution / active EE | $485 | $2,735-82.3% | $3,722-87.0% | $2,565-81.1% |
| Participant deferral / active EE | $3,888 | $3,467+12.1% | $4,653-16.4% | $3,952-1.6% |
| Admin fee / account holder | $1,060 | $5,469-80.6% | $6,752-84.3% | $6,260-83.1% |