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 | $59,020 | $138,347-57.3% | $184,203-68.0% | $80,856-27.0% |
| Participation rate | 74.2% | 83.9%-9.7pp | 86.8%-12.6pp | 67.6%+6.6pp |
| Annual return | 8.74% | 20.02%-11.3pp | 28.81%-20.1pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,369 | $4,850-71.8% | $6,427-78.7% | $2,755-50.3% |
| Participant deferral / active EE | $3,179 | $7,071-55.0% | $9,131-65.2% | $4,296-26.0% |
| Admin fee / account holder | $2,952 | $10,483-71.8% | $13,901-78.8% | $6,918-57.3% |