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 9-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 | $31,075 | $81,460-61.9% | $103,333-69.9% | $80,856-61.6% |
| Participation rate | 90.2% | 66.8%+23.4pp | 74.5%+15.7pp | 67.6%+22.6pp |
| Annual return | 9.85% | 25.55%-15.7pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $492 | $3,105-84.1% | $3,868-87.3% | $2,755-82.1% |
| Participant deferral / active EE | $2,154 | $3,869-44.3% | $5,057-57.4% | $4,296-49.9% |
| Admin fee / account holder | $3,895 | $6,566-40.7% | $8,355-53.4% | $6,918-43.7% |