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 | $47,591 | $91,552-48.0% | $133,956-64.5% | $79,858-40.4% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.6%+22.4pp |
| Annual return | 1.99% | 61.85%-59.9pp | 45.09%-43.1pp | 31.71%-29.7pp |
| Employer contribution / active EE | $211 | $2,384-91.1% | $3,919-94.6% | $2,471-91.5% |
| Participant deferral / active EE | $3,381 | $3,733-9.4% | $5,048-33.0% | $3,740-9.6% |
| Admin fee / account holder | $3,314 | $6,321-47.6% | $8,927-62.9% | $5,306-37.5% |