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 | $58,214 | $95,453-39.0% | $112,040-48.0% | $82,448-29.4% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.5%+5.0pp | 68.1%+13.4pp |
| Annual return | 8.92% | 23.92%-15.0pp | 24.52%-15.6pp | 41.64%-32.7pp |
| Employer contribution / active EE | $462 | $2,318-80.1% | $2,954-84.4% | $2,551-81.9% |
| Participant deferral / active EE | $2,251 | $4,224-46.7% | $5,098-55.9% | $4,139-45.6% |
| Admin fee / account holder | $1,345 | $9,013-85.1% | $12,098-88.9% | $7,234-81.4% |