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 7-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 | $45,836 | $72,277-36.6% | $101,248-54.7% | $79,858-42.6% |
| Participation rate | 74.5% | 68.5%+6.0pp | 75.8%-1.3pp | 69.6%+4.8pp |
| Annual return | 7.53% | 22.30%-14.8pp | 46.47%-38.9pp | 31.71%-24.2pp |
| Employer contribution / active EE | $458 | $2,692-83.0% | $3,660-87.5% | $2,471-81.5% |
| Participant deferral / active EE | $5,364 | $3,282+63.4% | $4,370+22.7% | $3,740+43.4% |
| Admin fee / account holder | $2,795 | $4,400-36.5% | $5,945-53.0% | $5,306-47.3% |