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 6-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 | $39,521 | $81,460-51.5% | $103,333-61.8% | $80,856-51.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.80% | 25.55%-15.7pp | 24.88%-15.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $782 | $3,105-74.8% | $3,868-79.8% | $2,755-71.6% |
| Participant deferral / active EE | $1,653 | $3,869-57.3% | $5,057-67.3% | $4,296-61.5% |
| Admin fee / account holder | $1,048 | $6,566-84.0% | $8,355-87.5% | $6,918-84.8% |