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 | $46,953 | $86,929-46.0% | $102,423-54.2% | $80,856-41.9% |
| Participation rate | 85.4% | 72.4%+13.0pp | 76.5%+8.9pp | 67.6%+17.8pp |
| Annual return | 9.81% | 18.88%-9.1pp | 29.32%-19.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $665 | $2,369-71.9% | $3,023-78.0% | $2,755-75.8% |
| Participant deferral / active EE | $2,147 | $4,118-47.9% | $5,053-57.5% | $4,296-50.0% |
| Admin fee / account holder | $4,695 | $8,049-41.7% | $9,451-50.3% | $6,918-32.1% |