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 | $38,079 | $81,947-53.5% | $105,387-63.9% | $72,985-47.8% |
| Participation rate | 93.7% | 76.5%+17.1pp | 82.6%+11.1pp | 69.5%+24.2pp |
| Annual return | 16.50% | 42.90%-26.4pp | 26.82%-10.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $614 | $3,468-82.3% | $4,213-85.4% | $2,440-74.8% |
| Participant deferral / active EE | $3,505 | $4,494-22.0% | $5,502-36.3% | $3,607-2.8% |
| Admin fee / account holder | $3,068 | $6,258-51.0% | $6,559-53.2% | $5,124-40.1% |