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 | $90,414 | $109,359-17.3% | $162,163-44.2% | $72,985+23.9% |
| Participation rate | 78.4% | 84.3%-5.9pp | 87.6%-9.2pp | 69.5%+8.9pp |
| Annual return | 0.52% | 25.46%-24.9pp | 115.59%-115.1pp | 81.00%-80.5pp |
| Employer contribution / active EE | $534 | $3,907-86.3% | $5,614-90.5% | $2,440-78.1% |
| Participant deferral / active EE | $5,109 | $5,481-6.8% | $7,298-30.0% | $3,607+41.6% |
| Admin fee / account holder | $9,249 | $7,972+16.0% | $10,843-14.7% | $5,124+80.5% |