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 | $33,905 | $74,927-54.7% | $101,794-66.7% | $84,808-60.0% |
| Participation rate | 78.3% | 61.4%+16.9pp | 69.2%+9.1pp | 68.3%+10.0pp |
| Annual return | 10.11% | 18.70%-8.6pp | 30.53%-20.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $259 | $1,522-83.0% | $2,289-88.7% | $2,631-90.2% |
| Participant deferral / active EE | $3,109 | $3,099+0.3% | $4,084-23.9% | $4,212-26.2% |
| Admin fee / account holder | $10,599 | $6,514+62.7% | $8,777+20.8% | $7,344+44.3% |