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 | $125,055 | $77,503+61.4% | $100,391+24.6% | $80,856+54.7% |
| Participation rate | 73.5% | 76.9%-3.4pp | 81.5%-8.0pp | 67.6%+5.9pp |
| Annual return | 11.53% | 37.20%-25.7pp | 49.20%-37.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,613 | $6,820-17.7% | $8,082-30.5% | $4,296+30.7% |
| Admin fee / account holder | $12,644 | $5,897+114.4% | $7,899+60.1% | $6,918+82.8% |