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 | $42,970 | $72,277-40.5% | $101,248-57.6% | $79,858-46.2% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 6.93% | 22.30%-15.4pp | 46.47%-39.5pp | 31.71%-24.8pp |
| Employer contribution / active EE | $170 | $2,692-93.7% | $3,660-95.4% | $2,471-93.1% |
| Participant deferral / active EE | $1,547 | $3,282-52.8% | $4,370-64.6% | $3,740-58.6% |
| Admin fee / account holder | $15,347 | $4,400+248.8% | $5,945+158.1% | $5,306+189.2% |