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 | $91,817 | $72,012+27.5% | $185,823-50.6% | $79,858+15.0% |
| Participation rate | 76.0% | 65.8%+10.2pp | 78.0%-2.0pp | 69.6%+6.4pp |
| Annual return | 9.21% | 23.12%-13.9pp | 35.95%-26.7pp | 31.71%-22.5pp |
| Employer contribution / active EE | $233 | $1,965-88.2% | $4,087-94.3% | $2,471-90.6% |
| Participant deferral / active EE | $3,072 | $3,779-18.7% | $5,632-45.5% | $3,740-17.9% |
| Admin fee / account holder | $3,708 | $4,513-17.8% | $9,500-61.0% | $5,306-30.1% |