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 | $59,916 | $81,460-26.4% | $103,333-42.0% | $80,856-25.9% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 8.45% | 25.55%-17.1pp | 24.88%-16.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $519 | $3,105-83.3% | $3,868-86.6% | $2,755-81.2% |
| Participant deferral / active EE | $6,989 | $3,869+80.6% | $5,057+38.2% | $4,296+62.7% |
| Admin fee / account holder | $4,323 | $6,566-34.2% | $8,355-48.3% | $6,918-37.5% |