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 | $67,250 | $80,968-16.9% | $96,544-30.3% | $75,163-10.5% |
| Participation rate | 82.4% | 71.8%+10.6pp | 76.0%+6.4pp | 67.2%+15.2pp |
| Annual return | 4.28% | 27.06%-22.8pp | 25.84%-21.6pp | 160.62%-156.3pp |
| Employer contribution / active EE | $145 | $2,282-93.6% | $2,965-95.1% | $2,670-94.6% |
| Participant deferral / active EE | $1,804 | $3,928-54.1% | $4,851-62.8% | $4,125-56.3% |
| Admin fee / account holder | $2,750 | $6,724-59.1% | $8,252-66.7% | $5,651-51.3% |