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 | $80,189 | $109,413-26.7% | $156,263-48.7% | $84,808-5.4% |
| Participation rate | 70.2% | 72.7%-2.5pp | 78.9%-8.7pp | 68.3%+1.9pp |
| Annual return | 11.90% | 20.18%-8.3pp | 59.47%-47.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $799 | $2,907-72.5% | $4,333-81.6% | $2,631-69.6% |
| Participant deferral / active EE | $3,759 | $4,590-18.1% | $6,158-39.0% | $4,212-10.7% |
| Admin fee / account holder | $4,835 | $9,357-48.3% | $14,255-66.1% | $7,344-34.2% |