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 | $41,592 | $73,981-43.8% | $105,722-60.7% | $62,891-33.9% |
| Participation rate | 82.5% | 71.7%+10.8pp | 78.9%+3.6pp | 69.3%+13.2pp |
| Annual return | 3.77% | 17.60%-13.8pp | 12.25%-8.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $303 | $2,856-89.4% | $4,079-92.6% | $2,281-86.7% |
| Participant deferral / active EE | $2,478 | $4,038-38.6% | $5,326-53.5% | $3,203-22.6% |
| Admin fee / account holder | $2,591 | $5,976-56.6% | $8,308-68.8% | $4,296-39.7% |