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 | $51,438 | $76,552-32.8% | $123,892-58.5% | $62,891-18.2% |
| Participation rate | 72.3% | 73.0%-0.6pp | 81.4%-9.1pp | 69.3%+3.0pp |
| Annual return | -0.52% | 18.68%-19.2pp | 47.52%-48.0pp | 20.14%-20.7pp |
| Employer contribution / active EE | $450 | $2,883-84.4% | $4,617-90.3% | $2,281-80.3% |
| Participant deferral / active EE | $3,000 | $4,840-38.0% | $5,984-49.9% | $3,203-6.3% |
| Admin fee / account holder | $6,271 | $4,826+29.9% | $8,357-25.0% | $4,296+46.0% |