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 | $74,297 | $89,355-16.9% | $141,162-47.4% | $72,985+1.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 17.20% | 111.85%-94.6pp | 71.39%-54.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $544 | $3,114-82.5% | $4,735-88.5% | $2,440-77.7% |
| Participant deferral / active EE | $2,994 | $5,418-44.7% | $6,709-55.4% | $3,607-17.0% |
| Admin fee / account holder | $2,145 | $5,958-64.0% | $10,261-79.1% | $5,124-58.1% |