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 | $94,801 | $125,758-24.6% | $169,993-44.2% | $75,163+26.1% |
| Participation rate | 78.0% | 83.6%-5.6pp | 87.0%-9.0pp | 67.2%+10.8pp |
| Annual return | 9.58% | 27.20%-17.6pp | 53.37%-43.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $1,278 | $4,615-72.3% | $6,785-81.2% | $2,670-52.1% |
| Participant deferral / active EE | $4,784 | $6,837-30.0% | $10,408-54.0% | $4,125+16.0% |
| Admin fee / account holder | $19,738 | $8,173+141.5% | $12,815+54.0% | $5,651+249.3% |