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 | $60,751 | $76,552-20.6% | $123,892-51.0% | $62,891-3.4% |
| Participation rate | 73.9% | 73.0%+0.9pp | 81.4%-7.5pp | 69.3%+4.6pp |
| Annual return | 5.37% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $342 | $2,883-88.1% | $4,617-92.6% | $2,281-85.0% |
| Participant deferral / active EE | $3,744 | $4,840-22.6% | $5,984-37.4% | $3,203+16.9% |
| Admin fee / account holder | $10,866 | $4,826+125.2% | $8,357+30.0% | $4,296+152.9% |