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 | $57,615 | $81,208-29.1% | $98,907-41.7% | $79,858-27.9% |
| Participation rate | 92.6% | 72.5%+20.1pp | 76.0%+16.6pp | 69.6%+23.0pp |
| Annual return | 9.81% | 60.99%-51.2pp | 196.43%-186.6pp | 31.71%-21.9pp |
| Employer contribution / active EE | $284 | $1,960-85.5% | $2,689-89.4% | $2,471-88.5% |
| Participant deferral / active EE | $1,802 | $3,265-44.8% | $4,244-57.5% | $3,740-51.8% |
| Admin fee / account holder | $10,386 | $6,013+72.7% | $6,642+56.4% | $5,306+95.7% |