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 | $30,911 | $86,929-64.4% | $102,423-69.8% | $80,856-61.8% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.6%+19.0pp |
| Annual return | 10.10% | 18.88%-8.8pp | 29.32%-19.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $419 | $2,369-82.3% | $3,023-86.1% | $2,755-84.8% |
| Participant deferral / active EE | $2,690 | $4,118-34.7% | $5,053-46.8% | $4,296-37.4% |
| Admin fee / account holder | $1,751 | $8,049-78.2% | $9,451-81.5% | $6,918-74.7% |