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 9-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 | $51,517 | $87,841-41.4% | $133,980-61.5% | $62,891-18.1% |
| Participation rate | 96.7% | 83.4%+13.3pp | 87.1%+9.6pp | 69.3%+27.4pp |
| Annual return | 4.59% | 12.05%-7.5pp | 29.30%-24.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $560 | $3,483-83.9% | $5,211-89.2% | $2,281-75.4% |
| Participant deferral / active EE | $3,075 | $4,812-36.1% | $6,282-51.1% | $3,203-4.0% |
| Admin fee / account holder | $4,251 | $5,371-20.9% | $9,324-54.4% | $4,296-1.0% |