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 | $70,188 | $153,772-54.4% | $133,980-47.6% | $273,961-74.4% |
| Participation rate | 81.8% | 88.4%-6.5pp | 87.1%-5.2pp | 83.0%-1.2pp |
| Annual return | 1.96% | 36.51%-34.5pp | 29.30%-27.3pp | 41.45%-39.5pp |
| Employer contribution / active EE | $578 | $6,029-90.4% | $5,211-88.9% | $4,869-88.1% |
| Participant deferral / active EE | $2,665 | $6,958-61.7% | $6,282-57.6% | $5,287-49.6% |
| Admin fee / account holder | $1,398 | $11,765-88.1% | $9,324-85.0% | $10,132-86.2% |