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 | $54,805 | $72,277-24.2% | $101,248-45.9% | $79,858-31.4% |
| Participation rate | 86.2% | 68.5%+17.7pp | 75.8%+10.3pp | 69.6%+16.5pp |
| Annual return | 6.76% | 22.30%-15.5pp | 46.47%-39.7pp | 31.71%-25.0pp |
| Employer contribution / active EE | $289 | $2,692-89.3% | $3,660-92.1% | $2,471-88.3% |
| Participant deferral / active EE | $4,016 | $3,282+22.4% | $4,370-8.1% | $3,740+7.4% |
| Admin fee / account holder | $8,852 | $4,400+101.2% | $5,945+48.9% | $5,306+66.8% |