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 | $69,579 | $95,803-27.4% | $113,168-38.5% | $84,808-18.0% |
| Participation rate | 74.4% | 72.9%+1.5pp | 76.6%-2.2pp | 68.3%+6.0pp |
| Annual return | 10.66% | 25.00%-14.3pp | 24.27%-13.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $614 | $2,360-74.0% | $2,975-79.4% | $2,631-76.7% |
| Participant deferral / active EE | $3,140 | $4,242-26.0% | $5,107-38.5% | $4,212-25.4% |
| Admin fee / account holder | $1,963 | $8,989-78.2% | $12,068-83.7% | $7,344-73.3% |