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 | $62,205 | $72,492-14.2% | $87,100-28.6% | $72,985-14.8% |
| Participation rate | 88.2% | 72.8%+15.4pp | 76.9%+11.4pp | 69.5%+18.7pp |
| Annual return | 2.17% | 24.46%-22.3pp | 28.19%-26.0pp | 81.00%-78.8pp |
| Employer contribution / active EE | $332 | $1,894-82.5% | $2,521-86.8% | $2,440-86.4% |
| Participant deferral / active EE | $2,352 | $3,270-28.1% | $4,049-41.9% | $3,607-34.8% |
| Admin fee / account holder | $4,241 | $5,055-16.1% | $7,497-43.4% | $5,124-17.2% |