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 | $37,371 | $76,367-51.1% | $93,606-60.1% | $72,985-48.8% |
| Participation rate | 85.5% | 71.7%+13.7pp | 75.8%+9.6pp | 69.5%+16.0pp |
| Annual return | 11.08% | 25.82%-14.7pp | 32.76%-21.7pp | 81.00%-69.9pp |
| Employer contribution / active EE | $397 | $2,275-82.5% | $2,718-85.4% | $2,440-83.7% |
| Participant deferral / active EE | $2,332 | $3,538-34.1% | $4,069-42.7% | $3,607-35.4% |
| Admin fee / account holder | $9,021 | $6,838+31.9% | $7,888+14.4% | $5,124+76.0% |