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 | $108,784 | $58,512+85.9% | $84,015+29.5% | $72,985+49.1% |
| Participation rate | 79.6% | 61.2%+18.4pp | 69.0%+10.6pp | 69.5%+10.1pp |
| Annual return | 0.30% | 28.93%-28.6pp | 71.31%-71.0pp | 81.00%-80.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,097 | $2,394+29.4% | $3,239-4.4% | $3,607-14.1% |
| Admin fee / account holder | $3,853 | $4,569-15.7% | $6,101-36.8% | $5,124-24.8% |