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 | $64,798 | $106,749-39.3% | $145,433-55.4% | $82,448-21.4% |
| Participation rate | 70.2% | 75.6%-5.4pp | 82.1%-11.9pp | 68.1%+2.1pp |
| Annual return | 13.19% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $543 | $3,444-84.2% | $4,554-88.1% | $2,551-78.7% |
| Participant deferral / active EE | $2,489 | $6,519-61.8% | $7,897-68.5% | $4,139-39.9% |
| Admin fee / account holder | $5,980 | $8,390-28.7% | $13,129-54.4% | $7,234-17.3% |