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 8-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 | $95,336 | $138,347-31.1% | $184,203-48.2% | $80,856+17.9% |
| Participation rate | 72.1% | 83.9%-11.8pp | 86.8%-14.7pp | 67.6%+4.5pp |
| Annual return | 10.21% | 20.02%-9.8pp | 28.81%-18.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,476 | $4,850-69.6% | $6,427-77.0% | $2,755-46.4% |
| Participant deferral / active EE | $3,586 | $7,071-49.3% | $9,131-60.7% | $4,296-16.5% |
| Admin fee / account holder | $21,583 | $10,483+105.9% | $13,901+55.3% | $6,918+212.0% |