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 7-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 | $55,688 | $82,882-32.8% | $127,761-56.4% | $72,985-23.7% |
| Participation rate | 96.4% | 71.5%+24.9pp | 79.0%+17.4pp | 69.5%+26.9pp |
| Annual return | 9.08% | 32.20%-23.1pp | 26.14%-17.1pp | 81.00%-71.9pp |
| Employer contribution / active EE | $607 | $3,346-81.9% | $4,574-86.7% | $2,440-75.1% |
| Participant deferral / active EE | $3,342 | $4,791-30.2% | $6,021-44.5% | $3,607-7.4% |
| Admin fee / account holder | $9,086 | $6,487+40.1% | $9,395-3.3% | $5,124+77.3% |