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 | $37,962 | $89,355-57.5% | $141,162-73.1% | $72,985-48.0% |
| Participation rate | 81.0% | 75.1%+5.8pp | 82.5%-1.5pp | 69.5%+11.5pp |
| Annual return | 14.44% | 111.85%-97.4pp | 71.39%-56.9pp | 81.00%-66.6pp |
| Employer contribution / active EE | $420 | $3,114-86.5% | $4,735-91.1% | $2,440-82.8% |
| Participant deferral / active EE | $2,891 | $5,418-46.6% | $6,709-56.9% | $3,607-19.9% |
| Admin fee / account holder | $1,005 | $5,958-83.1% | $10,261-90.2% | $5,124-80.4% |