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 | $40,084 | $109,359-63.3% | $162,163-75.3% | $72,985-45.1% |
| Participation rate | 96.8% | 84.3%+12.5pp | 87.6%+9.2pp | 69.5%+27.3pp |
| Annual return | 15.20% | 25.46%-10.3pp | 115.59%-100.4pp | 81.00%-65.8pp |
| Employer contribution / active EE | $992 | $3,907-74.6% | $5,614-82.3% | $2,440-59.4% |
| Participant deferral / active EE | $2,839 | $5,481-48.2% | $7,298-61.1% | $3,607-21.3% |
| Admin fee / account holder | $913 | $7,972-88.5% | $10,843-91.6% | $5,124-82.2% |