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 | $64,600 | $73,933-12.6% | $96,683-33.2% | $75,163-14.1% |
| Participation rate | 71.8% | 66.4%+5.4pp | 74.3%-2.5pp | 67.2%+4.6pp |
| Annual return | 12.60% | 26.70%-14.1pp | 35.69%-23.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $574 | $2,928-80.4% | $3,737-84.6% | $2,670-78.5% |
| Participant deferral / active EE | $4,625 | $3,659+26.4% | $4,878-5.2% | $4,125+12.1% |
| Admin fee / account holder | $28,916 | $5,216+454.4% | $6,730+329.7% | $5,651+411.7% |