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 | $39,329 | $80,968-51.4% | $96,544-59.3% | $75,163-47.7% |
| Participation rate | 97.5% | 71.8%+25.7pp | 76.0%+21.5pp | 67.2%+30.3pp |
| Annual return | 10.85% | 27.06%-16.2pp | 25.84%-15.0pp | 160.62%-149.8pp |
| Employer contribution / active EE | $596 | $2,282-73.9% | $2,965-79.9% | $2,670-77.7% |
| Participant deferral / active EE | $2,890 | $3,928-26.4% | $4,851-40.4% | $4,125-29.9% |
| Admin fee / account holder | $2,068 | $6,724-69.2% | $8,252-74.9% | $5,651-63.4% |