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 | $29,701 | $78,422-62.1% | $95,952-69.0% | $79,858-62.8% |
| Participation rate | 76.3% | 73.5%+2.8pp | 77.1%-0.8pp | 69.6%+6.7pp |
| Annual return | 6.13% | 19.37%-13.2pp | 91.61%-85.5pp | 31.71%-25.6pp |
| Employer contribution / active EE | $237 | $1,945-87.8% | $2,541-90.7% | $2,471-90.4% |
| Participant deferral / active EE | $1,575 | $3,440-54.2% | $4,167-62.2% | $3,740-57.9% |
| Admin fee / account holder | $1,734 | $5,622-69.2% | $6,795-74.5% | $5,306-67.3% |