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 | $63,880 | $72,012-11.3% | $185,823-65.6% | $79,858-20.0% |
| Participation rate | 77.1% | 65.8%+11.4pp | 78.0%-0.9pp | 69.6%+7.5pp |
| Annual return | 9.69% | 23.12%-13.4pp | 35.95%-26.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,968 | $3,779+31.5% | $5,632-11.8% | $3,740+32.8% |
| Admin fee / account holder | $9,209 | $4,513+104.1% | $9,500-3.1% | $5,306+73.6% |