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 6-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 | $63,218 | $78,672-19.6% | $109,143-42.1% | $85,850-26.4% |
| Participation rate | 84.6% | 68.3%+16.3pp | 75.9%+8.7pp | 69.3%+15.3pp |
| Annual return | 10.50% | 25.09%-14.6pp | 25.75%-15.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $307 | $2,735-88.8% | $3,722-91.8% | $2,565-88.1% |
| Participant deferral / active EE | $2,962 | $3,467-14.6% | $4,653-36.4% | $3,952-25.1% |
| Admin fee / account holder | $3,050 | $5,469-44.2% | $6,752-54.8% | $6,260-51.3% |