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 | $100,662 | $101,724-1.0% | $164,813-38.9% | $80,856+24.5% |
| Participation rate | 87.0% | 71.8%+15.2pp | 78.6%+8.4pp | 67.6%+19.4pp |
| Annual return | 9.35% | 16.72%-7.4pp | 69.93%-60.6pp | 35.59%-26.2pp |
| Employer contribution / active EE | $506 | $2,953-82.9% | $4,341-88.3% | $2,755-81.6% |
| Participant deferral / active EE | $3,783 | $4,477-15.5% | $6,031-37.3% | $4,296-11.9% |
| Admin fee / account holder | $20,479 | $8,227+148.9% | $12,690+61.4% | $6,918+196.0% |