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 | $32,252 | $181,894-82.3% | $156,549-79.4% | $273,961-88.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | -1.24% | 30.74%-32.0pp | 32.23%-33.5pp | 41.45%-42.7pp |
| Employer contribution / active EE | $577 | $6,248-90.8% | $5,501-89.5% | $4,869-88.2% |
| Participant deferral / active EE | $4,845 | $5,550-12.7% | $4,871-0.5% | $5,287-8.4% |
| Admin fee / account holder | $2,998 | $15,559-80.7% | $13,027-77.0% | $10,132-70.4% |