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 | $55,439 | $153,772-63.9% | $133,980-58.6% | $273,961-79.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 1.95% | 36.51%-34.6pp | 29.30%-27.4pp | 41.45%-39.5pp |
| Employer contribution / active EE | $903 | $6,029-85.0% | $5,211-82.7% | $4,869-81.4% |
| Participant deferral / active EE | $4,386 | $6,958-37.0% | $6,282-30.2% | $5,287-17.0% |
| Admin fee / account holder | $2,109 | $11,765-82.1% | $9,324-77.4% | $10,132-79.2% |