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 | $60,819 | $89,753-32.2% | $107,525-43.4% | $84,808-28.3% |
| Participation rate | 75.9% | 68.1%+7.9pp | 75.1%+0.9pp | 68.3%+7.6pp |
| Annual return | 12.33% | 29.48%-17.2pp | 181.32%-169.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $543 | $3,113-82.6% | $3,754-85.5% | $2,631-79.4% |
| Participant deferral / active EE | $5,150 | $4,056+27.0% | $5,116+0.7% | $4,212+22.3% |
| Admin fee / account holder | $4,830 | $7,222-33.1% | $8,919-45.8% | $7,344-34.2% |