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 | $82,437 | $87,841-6.2% | $133,980-38.5% | $62,891+31.1% |
| Participation rate | 90.4% | 83.4%+7.0pp | 87.1%+3.3pp | 69.3%+21.1pp |
| Annual return | 5.44% | 12.05%-6.6pp | 29.30%-23.9pp | 20.14%-14.7pp |
| Employer contribution / active EE | $802 | $3,483-77.0% | $5,211-84.6% | $2,281-64.8% |
| Participant deferral / active EE | $3,617 | $4,812-24.8% | $6,282-42.4% | $3,203+12.9% |
| Admin fee / account holder | $3,853 | $5,371-28.3% | $9,324-58.7% | $4,296-10.3% |