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 | $95,453-27.1% | $112,040-37.9% | $82,448-15.6% |
| Participation rate | 74.4% | 72.8%+1.6pp | 76.5%-2.1pp | 68.1%+6.3pp |
| Annual return | 10.66% | 23.92%-13.3pp | 24.52%-13.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $614 | $2,318-73.5% | $2,954-79.2% | $2,551-75.9% |
| Participant deferral / active EE | $3,140 | $4,224-25.7% | $5,098-38.4% | $4,139-24.1% |
| Admin fee / account holder | $1,963 | $9,013-78.2% | $12,098-83.8% | $7,234-72.9% |