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 | $27,505 | $80,724-65.9% | $103,333-73.4% | $74,495-63.1% |
| Participation rate | 87.4% | 65.7%+21.7pp | 74.5%+12.9pp | 67.2%+20.2pp |
| Annual return | 10.87% | 27.56%-16.7pp | 24.88%-14.0pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $696 | $3,157-78.0% | $3,868-82.0% | $2,623-73.5% |
| Participant deferral / active EE | $2,455 | $3,860-36.4% | $5,057-51.5% | $4,346-43.5% |
| Admin fee / account holder | $1,278 | $2,368-46.1% | $8,355-84.7% | $1,942-34.2% |