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 | $60,494 | $83,477-27.5% | $125,175-51.7% | $72,985-17.1% |
| Participation rate | 73.6% | 73.3%+0.3pp | 79.8%-6.2pp | 69.5%+4.1pp |
| Annual return | 4.29% | 25.78%-21.5pp | 43.79%-39.5pp | 81.00%-76.7pp |
| Employer contribution / active EE | $388 | $2,345-83.4% | $3,865-90.0% | $2,440-84.1% |
| Participant deferral / active EE | $2,471 | $3,585-31.1% | $4,937-49.9% | $3,607-31.5% |
| Admin fee / account holder | $1,905 | $5,517-65.5% | $9,702-80.4% | $5,124-62.8% |