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 | $52,604 | $95,803-45.1% | $113,168-53.5% | $84,808-38.0% |
| Participation rate | 70.7% | 72.9%-2.2pp | 76.6%-5.9pp | 68.3%+2.4pp |
| Annual return | 12.06% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $364 | $2,360-84.6% | $2,975-87.8% | $2,631-86.2% |
| Participant deferral / active EE | $2,140 | $4,242-49.6% | $5,107-58.1% | $4,212-49.2% |
| Admin fee / account holder | $947 | $8,989-89.5% | $12,068-92.2% | $7,344-87.1% |