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 | $81,446-61.8% | $103,374-69.9% | $80,874-61.6% |
| Participation rate | 90.2% | 66.9%+23.3pp | 74.5%+15.7pp | 67.6%+22.5pp |
| Annual return | 9.85% | 25.57%-15.7pp | 24.89%-15.0pp | 35.62%-25.8pp |
| Employer contribution / active EE | $492 | $3,107-84.2% | $3,869-87.3% | $2,756-82.1% |
| Participant deferral / active EE | $2,154 | $3,870-44.3% | $5,058-57.4% | $4,297-49.9% |
| Admin fee / account holder | $3,895 | $6,715-42.0% | $8,394-53.6% | $6,935-43.8% |