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 | $82,475 | $72,492+13.8% | $87,100-5.3% | $72,985+13.0% |
| Participation rate | 80.6% | 72.8%+7.7pp | 76.9%+3.7pp | 69.5%+11.1pp |
| Annual return | 13.64% | 24.46%-10.8pp | 28.19%-14.5pp | 81.00%-67.4pp |
| Employer contribution / active EE | $314 | $1,894-83.4% | $2,521-87.6% | $2,440-87.1% |
| Participant deferral / active EE | $2,649 | $3,270-19.0% | $4,049-34.6% | $3,607-26.6% |
| Admin fee / account holder | $17,647 | $5,055+249.1% | $7,497+135.4% | $5,124+244.4% |