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 | $53,354 | $51,175+4.3% | $70,515-24.3% | $75,163-29.0% |
| Participation rate | 74.6% | 60.9%+13.6pp | 68.3%+6.2pp | 67.2%+7.4pp |
| Annual return | 13.38% | 30.02%-16.6pp | 32.77%-19.4pp | 160.62%-147.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,409 | $2,849+54.7% | $4,567-3.5% | $4,125+6.9% |
| Admin fee / account holder | $4,982 | $4,091+21.8% | $6,412-22.3% | $5,651-11.8% |