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 7-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 | $76,606 | $81,248-5.7% | $155,509-50.7% | $80,856-5.3% |
| Participation rate | 81.4% | 66.2%+15.2pp | 78.2%+3.2pp | 67.6%+13.8pp |
| Annual return | 7.55% | 33.31%-25.8pp | 64.67%-57.1pp | 35.59%-28.0pp |
| Employer contribution / active EE | $292 | $3,100-90.6% | $4,672-93.7% | $2,755-89.4% |
| Participant deferral / active EE | $2,252 | $3,452-34.8% | $5,626-60.0% | $4,296-47.6% |
| Admin fee / account holder | $1,878 | $7,997-76.5% | $15,912-88.2% | $6,918-72.8% |