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 | $35,368 | $53,777-34.2% | $134,143-73.6% | $79,858-55.7% |
| Participation rate | 79.5% | 58.8%+20.7pp | 72.2%+7.3pp | 69.6%+9.9pp |
| Annual return | 7.64% | 19.01%-11.4pp | 36.33%-28.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,440 | $2,420+0.8% | $3,499-30.3% | $3,740-34.8% |
| Admin fee / account holder | $938 | $3,984-76.5% | $6,684-86.0% | $5,306-82.3% |