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 4-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 | $53,953 | $95,266-43.4% | $82,389-34.5% | $142,382-62.1% |
| Participation rate | 88.2% | 74.5%+13.8pp | 69.5%+18.7pp | 80.1%+8.1pp |
| Annual return | 9.83% | 25.74%-15.9pp | 28.67%-18.8pp | 217.08%-207.2pp |
| Employer contribution / active EE | $421 | $2,991-85.9% | $2,517-83.3% | $4,299-90.2% |
| Participant deferral / active EE | $2,089 | $4,809-56.6% | $4,155-49.7% | $6,507-67.9% |
| Admin fee / account holder | $471 | $8,563-94.5% | $7,231-93.5% | $12,624-96.3% |