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 | $53,533 | $95,803-44.1% | $113,168-52.7% | $84,808-36.9% |
| Participation rate | 81.2% | 72.9%+8.3pp | 76.6%+4.6pp | 68.3%+12.9pp |
| Annual return | 12.23% | 25.00%-12.8pp | 24.27%-12.0pp | 40.90%-28.7pp |
| Employer contribution / active EE | $483 | $2,360-79.5% | $2,975-83.8% | $2,631-81.6% |
| Participant deferral / active EE | $2,315 | $4,242-45.4% | $5,107-54.7% | $4,212-45.0% |
| Admin fee / account holder | $994 | $8,989-88.9% | $12,068-91.8% | $7,344-86.5% |