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 | $96,908 | $87,841+10.3% | $133,980-27.7% | $62,891+54.1% |
| Participation rate | 77.8% | 83.4%-5.6pp | 87.1%-9.3pp | 69.3%+8.5pp |
| Annual return | 5.35% | 12.05%-6.7pp | 29.30%-23.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,035 | $3,483-70.3% | $5,211-80.1% | $2,281-54.6% |
| Participant deferral / active EE | $4,349 | $4,812-9.6% | $6,282-30.8% | $3,203+35.8% |
| Admin fee / account holder | $3,485 | $5,371-35.1% | $9,324-62.6% | $4,296-18.9% |