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 | $40,388 | $67,606-40.3% | $82,313-50.9% | $70,131-42.4% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.9%-5.5pp | 69.5%+1.9pp |
| Annual return | 10.56% | 21.57%-11.0pp | 25.88%-15.3pp | 73.14%-62.6pp |
| Employer contribution / active EE | $258 | $1,755-85.3% | $2,428-89.4% | $2,342-89.0% |
| Participant deferral / active EE | $1,716 | $2,987-42.5% | $3,706-53.7% | $3,332-48.5% |
| Admin fee / account holder | $2,086 | $4,512-53.8% | $5,608-62.8% | $4,645-55.1% |