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 | $133,771 | $72,277+85.1% | $101,248+32.1% | $79,858+67.5% |
| Participation rate | 96.9% | 68.5%+28.4pp | 75.8%+21.1pp | 69.6%+27.2pp |
| Annual return | 5.55% | 22.30%-16.7pp | 46.47%-40.9pp | 31.71%-26.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,078 | $3,282+24.3% | $4,370-6.7% | $3,740+9.0% |
| Admin fee / account holder | $432 | $4,400-90.2% | $5,945-92.7% | $5,306-91.9% |