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 | $35,948 | $81,460-55.9% | $103,333-65.2% | $80,856-55.5% |
| Participation rate | 81.1% | 66.8%+14.2pp | 74.5%+6.6pp | 67.6%+13.4pp |
| Annual return | 9.57% | 25.55%-16.0pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $581 | $3,105-81.3% | $3,868-85.0% | $2,755-78.9% |
| Participant deferral / active EE | $4,815 | $3,869+24.5% | $5,057-4.8% | $4,296+12.1% |
| Admin fee / account holder | $4,065 | $6,566-38.1% | $8,355-51.3% | $6,918-41.2% |