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 | $32,807 | $77,419-57.6% | $69,455-52.8% | $152,861-78.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 4.28% | 39.06%-34.8pp | 28.97%-24.7pp | 345.32%-341.0pp |
| Employer contribution / active EE | $175 | $3,315-94.7% | $2,779-93.7% | $4,762-96.3% |
| Participant deferral / active EE | $1,429 | $4,414-67.6% | $3,535-59.6% | $5,850-75.6% |
| Admin fee / account holder | $3,279 | $6,207-47.2% | $3,839-14.6% | $11,596-71.7% |