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 | $46,580 | $109,413-57.4% | $156,263-70.2% | $84,808-45.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 6.05% | 20.18%-14.1pp | 59.47%-53.4pp | 40.90%-34.8pp |
| Employer contribution / active EE | $667 | $2,907-77.1% | $4,333-84.6% | $2,631-74.7% |
| Participant deferral / active EE | $2,913 | $4,590-36.5% | $6,158-52.7% | $4,212-30.8% |
| Admin fee / account holder | $14,838 | $9,357+58.6% | $14,255+4.1% | $7,344+102.1% |