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 | $79,072 | $80,968-2.3% | $96,544-18.1% | $75,163+5.2% |
| Participation rate | 86.7% | 71.8%+14.9pp | 76.0%+10.7pp | 67.2%+19.5pp |
| Annual return | 11.87% | 27.06%-15.2pp | 25.84%-14.0pp | 160.62%-148.7pp |
| Employer contribution / active EE | $366 | $2,282-84.0% | $2,965-87.7% | $2,670-86.3% |
| Participant deferral / active EE | $3,384 | $3,928-13.9% | $4,851-30.2% | $4,125-18.0% |
| Admin fee / account holder | $1,975 | $6,724-70.6% | $8,252-76.1% | $5,651-65.0% |