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 | $51,659 | $78,672-34.3% | $109,143-52.7% | $85,850-39.8% |
| Participation rate | 72.0% | 68.3%+3.7pp | 75.9%-3.9pp | 69.3%+2.7pp |
| Annual return | 10.02% | 25.09%-15.1pp | 25.75%-15.7pp | 318.53%-308.5pp |
| Employer contribution / active EE | $525 | $2,735-80.8% | $3,722-85.9% | $2,565-79.6% |
| Participant deferral / active EE | $2,828 | $3,467-18.4% | $4,653-39.2% | $3,952-28.4% |
| Admin fee / account holder | $456 | $5,469-91.7% | $6,752-93.3% | $6,260-92.7% |