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 | $47,639 | $89,753-46.9% | $107,525-55.7% | $84,808-43.8% |
| Participation rate | 76.2% | 68.1%+8.1pp | 75.1%+1.1pp | 68.3%+7.9pp |
| Annual return | 7.92% | 29.48%-21.6pp | 181.32%-173.4pp | 40.90%-33.0pp |
| Employer contribution / active EE | $595 | $3,113-80.9% | $3,754-84.1% | $2,631-77.4% |
| Participant deferral / active EE | $2,453 | $4,056-39.5% | $5,116-52.0% | $4,212-41.7% |
| Admin fee / account holder | $6,138 | $7,222-15.0% | $8,919-31.2% | $7,344-16.4% |