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 | $27,400 | $106,515-74.3% | $96,683-71.7% | $139,434-80.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.27% | 38.43%-34.2pp | 35.69%-31.4pp | 372.94%-368.7pp |
| Employer contribution / active EE | $477 | $4,103-88.4% | $3,737-87.2% | $4,751-90.0% |
| Participant deferral / active EE | $3,189 | $5,454-41.5% | $4,878-34.6% | $6,710-52.5% |
| Admin fee / account holder | $1,603 | $7,877-79.6% | $6,730-76.2% | $11,403-85.9% |