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 | $27,988 | $78,926-64.5% | $136,749-79.5% | $84,808-67.0% |
| Participation rate | 86.0% | 62.2%+23.8pp | 72.1%+13.9pp | 68.3%+17.7pp |
| Annual return | 9.76% | 18.17%-8.4pp | 24.33%-14.6pp | 40.90%-31.1pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,839 | $3,168-10.4% | $4,692-39.5% | $4,212-32.6% |
| Admin fee / account holder | $6,746 | $6,369+5.9% | $11,386-40.8% | $7,344-8.1% |