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 | $79,743 | $63,355+25.9% | $91,989-13.3% | $72,985+9.3% |
| Participation rate | 85.7% | 72.5%+13.2pp | 78.6%+7.1pp | 69.5%+16.2pp |
| Annual return | 5.14% | 35.35%-30.2pp | 69.02%-63.9pp | 81.00%-75.9pp |
| Employer contribution / active EE | $162 | $2,116-92.4% | $3,452-95.3% | $2,440-93.4% |
| Participant deferral / active EE | $2,445 | $4,883-49.9% | $5,923-58.7% | $3,607-32.2% |
| Admin fee / account holder | $9,737 | $4,668+108.6% | $7,743+25.8% | $5,124+90.0% |