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 | $43,794 | $87,841-50.1% | $133,980-67.3% | $62,891-30.4% |
| Participation rate | 92.3% | 83.4%+8.9pp | 87.1%+5.2pp | 69.3%+23.0pp |
| Annual return | 5.40% | 12.05%-6.7pp | 29.30%-23.9pp | 20.14%-14.7pp |
| Employer contribution / active EE | $828 | $3,483-76.2% | $5,211-84.1% | $2,281-63.7% |
| Participant deferral / active EE | $4,607 | $4,812-4.3% | $6,282-26.7% | $3,203+43.8% |
| Admin fee / account holder | $11,874 | $5,371+121.1% | $9,324+27.3% | $4,296+176.4% |