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 | $95,561 | $109,359-12.6% | $162,163-41.1% | $72,985+30.9% |
| Participation rate | 76.0% | 84.3%-8.3pp | 87.6%-11.6pp | 69.5%+6.5pp |
| Annual return | 15.36% | 25.46%-10.1pp | 115.59%-100.2pp | 81.00%-65.6pp |
| Employer contribution / active EE | $1,198 | $3,907-69.4% | $5,614-78.7% | $2,440-50.9% |
| Participant deferral / active EE | $2,823 | $5,481-48.5% | $7,298-61.3% | $3,607-21.8% |
| Admin fee / account holder | $1,381 | $7,972-82.7% | $10,843-87.3% | $5,124-73.0% |