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 | $50,405 | $78,926-36.1% | $136,749-63.1% | $84,808-40.6% |
| Participation rate | 81.5% | 62.2%+19.3pp | 72.1%+9.3pp | 68.3%+13.2pp |
| Annual return | 9.90% | 18.17%-8.3pp | 24.33%-14.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $333 | $2,134-84.4% | $3,400-90.2% | $2,631-87.3% |
| Participant deferral / active EE | $2,630 | $3,168-17.0% | $4,692-44.0% | $4,212-37.6% |
| Admin fee / account holder | $12,285 | $6,369+92.9% | $11,386+7.9% | $7,344+67.3% |