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 | $49,123 | $72,277-32.0% | $101,248-51.5% | $79,858-38.5% |
| Participation rate | 91.7% | 68.5%+23.2pp | 75.8%+15.9pp | 69.6%+22.0pp |
| Annual return | 10.08% | 22.30%-12.2pp | 46.47%-36.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $487 | $2,692-81.9% | $3,660-86.7% | $2,471-80.3% |
| Participant deferral / active EE | $3,114 | $3,282-5.1% | $4,370-28.7% | $3,740-16.7% |
| Admin fee / account holder | $1,852 | $4,400-57.9% | $5,945-68.9% | $5,306-65.1% |