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 | $69,171 | $125,758-45.0% | $169,993-59.3% | $75,163-8.0% |
| Participation rate | 74.2% | 83.6%-9.4pp | 87.0%-12.8pp | 67.2%+7.0pp |
| Annual return | 11.85% | 27.20%-15.3pp | 53.37%-41.5pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,212 | $4,615-73.7% | $6,785-82.1% | $2,670-54.6% |
| Participant deferral / active EE | $7,667 | $6,837+12.1% | $10,408-26.3% | $4,125+85.9% |
| Admin fee / account holder | $4,041 | $8,173-50.6% | $12,815-68.5% | $5,651-28.5% |