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 | $57,925 | $86,929-33.4% | $102,423-43.4% | $80,856-28.4% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.4pp | 67.6%+25.2pp |
| Annual return | 6.08% | 18.88%-12.8pp | 29.32%-23.2pp | 35.59%-29.5pp |
| Employer contribution / active EE | $421 | $2,369-82.2% | $3,023-86.1% | $2,755-84.7% |
| Participant deferral / active EE | $3,155 | $4,118-23.4% | $5,053-37.6% | $4,296-26.6% |
| Admin fee / account holder | $5,993 | $8,049-25.5% | $9,451-36.6% | $6,918-13.4% |