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 | $52,077 | $86,929-40.1% | $102,423-49.2% | $80,856-35.6% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.6%+20.4pp |
| Annual return | 10.09% | 18.88%-8.8pp | 29.32%-19.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $606 | $2,369-74.4% | $3,023-80.0% | $2,755-78.0% |
| Participant deferral / active EE | $3,032 | $4,118-26.4% | $5,053-40.0% | $4,296-29.4% |
| Admin fee / account holder | $11,074 | $8,049+37.6% | $9,451+17.2% | $6,918+60.1% |