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 | $49,784 | $58,512-14.9% | $84,015-40.7% | $72,985-31.8% |
| Participation rate | 98.1% | 61.2%+36.9pp | 69.0%+29.1pp | 69.5%+28.6pp |
| Annual return | 15.85% | 28.93%-13.1pp | 71.31%-55.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $189 | $1,163-83.8% | $1,983-90.5% | $2,440-92.3% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,099 | $4,569-32.2% | $6,101-49.2% | $5,124-39.5% |