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 | $53,800 | $76,552-29.7% | $123,892-56.6% | $62,891-14.5% |
| Participation rate | 92.1% | 73.0%+19.1pp | 81.4%+10.7pp | 69.3%+22.8pp |
| Annual return | 5.19% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $332 | $2,883-88.5% | $4,617-92.8% | $2,281-85.5% |
| Participant deferral / active EE | $4,627 | $4,840-4.4% | $5,984-22.7% | $3,203+44.5% |
| Admin fee / account holder | $1,481 | $4,826-69.3% | $8,357-82.3% | $4,296-65.5% |