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 | $54,103 | $73,933-26.8% | $96,683-44.0% | $75,163-28.0% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 5.48% | 26.70%-21.2pp | 35.69%-30.2pp | 160.62%-155.1pp |
| Employer contribution / active EE | $244 | $2,928-91.7% | $3,737-93.5% | $2,670-90.9% |
| Participant deferral / active EE | $3,456 | $3,659-5.5% | $4,878-29.1% | $4,125-16.2% |
| Admin fee / account holder | $5,528 | $5,216+6.0% | $6,730-17.9% | $5,651-2.2% |