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 | $98,826 | $76,552+29.1% | $123,892-20.2% | $62,891+57.1% |
| Participation rate | 94.1% | 73.0%+21.1pp | 81.4%+12.7pp | 69.3%+24.8pp |
| Annual return | 1.54% | 18.68%-17.1pp | 47.52%-46.0pp | 20.14%-18.6pp |
| Employer contribution / active EE | $372 | $2,883-87.1% | $4,617-92.0% | $2,281-83.7% |
| Participant deferral / active EE | $3,715 | $4,840-23.2% | $5,984-37.9% | $3,203+16.0% |
| Admin fee / account holder | $382 | $4,826-92.1% | $8,357-95.4% | $4,296-91.1% |