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 | $66,633 | $89,698-25.7% | $103,476-35.6% | $80,856-17.6% |
| Participation rate | 87.8% | 76.0%+11.8pp | 80.5%+7.3pp | 67.6%+20.2pp |
| Annual return | 10.60% | 22.78%-12.2pp | 23.90%-13.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $873 | $4,018-78.3% | $4,672-81.3% | $2,755-68.3% |
| Participant deferral / active EE | $5,460 | $5,456+0.1% | $6,623-17.6% | $4,296+27.1% |
| Admin fee / account holder | $1,306 | $6,768-80.7% | $9,413-86.1% | $6,918-81.1% |