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 | $68,728 | $91,552-24.9% | $133,956-48.7% | $79,858-13.9% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.1pp |
| Annual return | 8.64% | 61.85%-53.2pp | 45.09%-36.5pp | 31.71%-23.1pp |
| Employer contribution / active EE | $104 | $2,384-95.6% | $3,919-97.3% | $2,471-95.8% |
| Participant deferral / active EE | $4,153 | $3,733+11.2% | $5,048-17.7% | $3,740+11.0% |
| Admin fee / account holder | $3,470 | $6,321-45.1% | $8,927-61.1% | $5,306-34.6% |