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 | $51,746 | $80,968-36.1% | $96,544-46.4% | $75,163-31.2% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 8.42% | 27.06%-18.6pp | 25.84%-17.4pp | 160.62%-152.2pp |
| Employer contribution / active EE | $582 | $2,282-74.5% | $2,965-80.4% | $2,670-78.2% |
| Participant deferral / active EE | $4,824 | $3,928+22.8% | $4,851-0.6% | $4,125+16.9% |
| Admin fee / account holder | $19,597 | $6,724+191.4% | $8,252+137.5% | $5,651+246.8% |