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 | $44,700 | $80,968-44.8% | $96,544-53.7% | $75,163-40.5% |
| Participation rate | 74.0% | 71.8%+2.3pp | 76.0%-1.9pp | 67.2%+6.8pp |
| Annual return | 10.90% | 27.06%-16.2pp | 25.84%-14.9pp | 160.62%-149.7pp |
| Employer contribution / active EE | $479 | $2,282-79.0% | $2,965-83.8% | $2,670-82.1% |
| Participant deferral / active EE | $1,947 | $3,928-50.4% | $4,851-59.9% | $4,125-52.8% |
| Admin fee / account holder | $4,389 | $6,724-34.7% | $8,252-46.8% | $5,651-22.3% |