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 | $72,346 | $158,398-54.3% | $126,539-42.8% | $142,382-49.2% |
| Participation rate | 81.0% | 75.8%+5.1pp | 69.8%+11.1pp | 80.1%+0.8pp |
| Annual return | 6.75% | 593.76%-587.0pp | 425.95%-419.2pp | 217.08%-210.3pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,987 | $4,767-58.3% | $4,083-51.3% | $6,507-69.5% |
| Admin fee / account holder | $20,362 | $6,918+194.3% | $6,065+235.8% | $12,624+61.3% |