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 | $28,415 | $80,968-64.9% | $96,544-70.6% | $75,163-62.2% |
| Participation rate | 83.1% | 71.8%+11.3pp | 76.0%+7.1pp | 67.2%+15.9pp |
| Annual return | 12.65% | 27.06%-14.4pp | 25.84%-13.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $382 | $2,282-83.3% | $2,965-87.1% | $2,670-85.7% |
| Participant deferral / active EE | $2,355 | $3,928-40.0% | $4,851-51.5% | $4,125-42.9% |
| Admin fee / account holder | $2,059 | $6,724-69.4% | $8,252-75.0% | $5,651-63.6% |