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 | $112,090 | $181,894-38.4% | $156,549-28.4% | $273,961-59.1% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 1.30% | 30.74%-29.4pp | 32.23%-30.9pp | 41.45%-40.2pp |
| Employer contribution / active EE | $537 | $6,248-91.4% | $5,501-90.2% | $4,869-89.0% |
| Participant deferral / active EE | $6,459 | $5,550+16.4% | $4,871+32.6% | $5,287+22.2% |
| Admin fee / account holder | $4,058 | $15,559-73.9% | $13,027-68.8% | $10,132-59.9% |