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 | $55,314 | $94,625-41.5% | $116,228-52.4% | $84,808-34.8% |
| Participation rate | 92.3% | 70.4%+21.9pp | 74.6%+17.8pp | 68.3%+24.0pp |
| Annual return | 8.25% | 20.40%-12.2pp | 90.06%-81.8pp | 40.90%-32.6pp |
| Employer contribution / active EE | $634 | $2,347-73.0% | $2,994-78.8% | $2,631-75.9% |
| Participant deferral / active EE | $4,484 | $3,972+12.9% | $4,953-9.5% | $4,212+6.5% |
| Admin fee / account holder | $10,862 | $10,091+7.6% | $11,989-9.4% | $7,344+47.9% |