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 | $53,464 | $78,705-32.1% | $117,854-54.6% | $70,131-23.8% |
| Participation rate | 71.4% | 73.2%-1.8pp | 79.7%-8.2pp | 69.5%+1.9pp |
| Annual return | 11.21% | 23.30%-12.1pp | 335.08%-323.9pp | 73.14%-61.9pp |
| Employer contribution / active EE | $72 | $2,223-96.8% | $3,786-98.1% | $2,342-96.9% |
| Participant deferral / active EE | $1,705 | $3,297-48.3% | $4,482-62.0% | $3,332-48.8% |
| Admin fee / account holder | $5,041 | $5,065-0.5% | $8,020-37.1% | $4,645+8.5% |