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 | $74,381 | $94,625-21.4% | $116,228-36.0% | $84,808-12.3% |
| Participation rate | 97.1% | 70.4%+26.7pp | 74.6%+22.6pp | 68.3%+28.8pp |
| Annual return | 11.12% | 20.40%-9.3pp | 90.06%-78.9pp | 40.90%-29.8pp |
| Employer contribution / active EE | $147 | $2,347-93.8% | $2,994-95.1% | $2,631-94.4% |
| Participant deferral / active EE | $5,232 | $3,972+31.7% | $4,953+5.6% | $4,212+24.2% |
| Admin fee / account holder | $6,428 | $10,091-36.3% | $11,989-46.4% | $7,344-12.5% |