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 | $37,185 | $78,422-52.6% | $95,952-61.2% | $79,858-53.4% |
| Participation rate | 87.0% | 73.5%+13.5pp | 77.1%+9.9pp | 69.6%+17.4pp |
| Annual return | 6.20% | 19.37%-13.2pp | 91.61%-85.4pp | 31.71%-25.5pp |
| Employer contribution / active EE | $421 | $1,945-78.4% | $2,541-83.4% | $2,471-83.0% |
| Participant deferral / active EE | $1,665 | $3,440-51.6% | $4,167-60.0% | $3,740-55.5% |
| Admin fee / account holder | $2,457 | $5,622-56.3% | $6,795-63.8% | $5,306-53.7% |