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 | $70,347 | $67,411+4.4% | $91,001-22.7% | $70,131+0.3% |
| Participation rate | 88.0% | 71.4%+16.6pp | 75.6%+12.4pp | 69.5%+18.5pp |
| Annual return | 11.12% | -40.16%+51.3pp | 4.60%+6.5pp | 73.14%-62.0pp |
| Employer contribution / active EE | $304 | $1,786-83.0% | $2,456-87.6% | $2,342-87.0% |
| Participant deferral / active EE | $1,794 | $2,823-36.5% | $3,547-49.4% | $3,332-46.2% |
| Admin fee / account holder | $7,264 | $4,236+71.5% | $5,417+34.1% | $4,645+56.4% |