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 | $79,035 | $64,348+22.8% | $90,160-12.3% | $70,131+12.7% |
| Participation rate | 88.9% | 70.4%+18.4pp | 76.9%+12.0pp | 69.5%+19.3pp |
| Annual return | 11.19% | 28.13%-16.9pp | 34.88%-23.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $148 | $2,046-92.7% | $3,318-95.5% | $2,342-93.7% |
| Participant deferral / active EE | $2,489 | $4,389-43.3% | $5,288-52.9% | $3,332-25.3% |
| Admin fee / account holder | $965 | $3,944-75.5% | $5,943-83.8% | $4,645-79.2% |