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 | $102,846 | $72,492+41.9% | $87,100+18.1% | $72,985+40.9% |
| Participation rate | 89.6% | 72.8%+16.7pp | 76.9%+12.7pp | 69.5%+20.1pp |
| Annual return | 2.69% | 24.46%-21.8pp | 28.19%-25.5pp | 81.00%-78.3pp |
| Employer contribution / active EE | $423 | $1,894-77.7% | $2,521-83.2% | $2,440-82.7% |
| Participant deferral / active EE | $2,072 | $3,270-36.6% | $4,049-48.8% | $3,607-42.6% |
| Admin fee / account holder | $8,778 | $5,055+73.7% | $7,497+17.1% | $5,124+71.3% |