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 | $52,136 | $63,346-17.7% | $92,233-43.5% | $70,131-25.7% |
| Participation rate | 81.1% | 68.7%+12.4pp | 76.5%+4.6pp | 69.5%+11.5pp |
| Annual return | 12.35% | 530.12%-517.8pp | 176.28%-163.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $194 | $2,471-92.1% | $3,679-94.7% | $2,342-91.7% |
| Participant deferral / active EE | $1,927 | $2,854-32.5% | $3,897-50.5% | $3,332-42.2% |
| Admin fee / account holder | $4,170 | $3,840+8.6% | $5,194-19.7% | $4,645-10.2% |