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 | $63,099 | $89,698-29.7% | $103,476-39.0% | $80,856-22.0% |
| Participation rate | 86.7% | 76.0%+10.8pp | 80.5%+6.2pp | 67.6%+19.1pp |
| Annual return | 9.84% | 22.78%-12.9pp | 23.90%-14.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,000 | $4,018-75.1% | $4,672-78.6% | $2,755-63.7% |
| Participant deferral / active EE | $6,646 | $5,456+21.8% | $6,623+0.4% | $4,296+54.7% |
| Admin fee / account holder | $7,673 | $6,768+13.4% | $9,413-18.5% | $6,918+10.9% |