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 | $80,250 | $48,364+65.9% | $71,796+11.8% | $62,891+27.6% |
| Participation rate | 75.0% | 60.6%+14.4pp | 69.1%+5.9pp | 69.3%+5.7pp |
| Annual return | 3.97% | 13.16%-9.2pp | 78.04%-74.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,143 | $2,091+50.3% | $2,794+12.5% | $3,203-1.9% |
| Admin fee / account holder | $16,673 | $3,771+342.1% | $4,815+246.3% | $4,296+288.1% |