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 | $60,129 | $67,606-11.1% | $82,313-27.0% | $70,131-14.3% |
| Participation rate | 87.0% | 72.8%+14.2pp | 76.9%+10.1pp | 69.5%+17.5pp |
| Annual return | 11.15% | 21.57%-10.4pp | 25.88%-14.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $135 | $1,755-92.3% | $2,428-94.4% | $2,342-94.2% |
| Participant deferral / active EE | $2,631 | $2,987-11.9% | $3,706-29.0% | $3,332-21.0% |
| Admin fee / account holder | $2,111 | $4,512-53.2% | $5,608-62.4% | $4,645-54.6% |