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 | $35,086 | $50,972-31.2% | $88,538-60.4% | $72,985-51.9% |
| Participation rate | 77.5% | 63.4%+14.1pp | 68.7%+8.8pp | 69.5%+8.0pp |
| Annual return | 13.64% | 29.62%-16.0pp | 43.64%-30.0pp | 81.00%-67.4pp |
| Employer contribution / active EE | $152 | $1,475-89.7% | $2,098-92.8% | $2,440-93.8% |
| Participant deferral / active EE | $1,751 | $2,230-21.5% | $2,914-39.9% | $3,607-51.5% |
| Admin fee / account holder | $9,777 | $3,230+202.7% | $4,310+126.8% | $5,124+90.8% |