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 | $52,674 | $103,966-49.3% | $112,887-53.3% | $75,163-29.9% |
| Participation rate | 88.2% | 75.7%+12.6pp | 80.5%+7.7pp | 67.2%+21.0pp |
| Annual return | 13.43% | 24.54%-11.1pp | 34.10%-20.7pp | 160.62%-147.2pp |
| Employer contribution / active EE | $780 | $3,870-79.8% | $4,563-82.9% | $2,670-70.8% |
| Participant deferral / active EE | $4,774 | $5,456-12.5% | $6,513-26.7% | $4,125+15.7% |
| Admin fee / account holder | $4,423 | $7,663-42.3% | $7,047-37.2% | $5,651-21.7% |