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 | $32,497 | $73,933-56.0% | $96,683-66.4% | $75,163-56.8% |
| Participation rate | 90.5% | 66.4%+24.1pp | 74.3%+16.1pp | 67.2%+23.3pp |
| Annual return | 10.04% | 26.70%-16.7pp | 35.69%-25.7pp | 160.62%-150.6pp |
| Employer contribution / active EE | $432 | $2,928-85.3% | $3,737-88.5% | $2,670-83.8% |
| Participant deferral / active EE | $2,155 | $3,659-41.1% | $4,878-55.8% | $4,125-47.8% |
| Admin fee / account holder | $8,038 | $5,216+54.1% | $6,730+19.4% | $5,651+42.2% |