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 | $74,869 | $95,803-21.9% | $113,168-33.8% | $84,808-11.7% |
| Participation rate | 76.2% | 72.9%+3.3pp | 76.6%-0.4pp | 68.3%+7.9pp |
| Annual return | 9.85% | 25.00%-15.1pp | 24.27%-14.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $632 | $2,360-73.2% | $2,975-78.8% | $2,631-76.0% |
| Participant deferral / active EE | $4,814 | $4,242+13.5% | $5,107-5.7% | $4,212+14.3% |
| Admin fee / account holder | $2,583 | $8,989-71.3% | $12,068-78.6% | $7,344-64.8% |