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 | $45,504 | $138,347-67.1% | $184,203-75.3% | $80,856-43.7% |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.8%+8.1pp | 67.6%+27.2pp |
| Annual return | 4.70% | 20.02%-15.3pp | 28.81%-24.1pp | 35.59%-30.9pp |
| Employer contribution / active EE | $1,077 | $4,850-77.8% | $6,427-83.2% | $2,755-60.9% |
| Participant deferral / active EE | $3,653 | $7,071-48.3% | $9,131-60.0% | $4,296-15.0% |
| Admin fee / account holder | $15,640 | $10,483+49.2% | $13,901+12.5% | $6,918+126.1% |