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 | $54,809 | $91,552-40.1% | $133,956-59.1% | $79,858-31.4% |
| Participation rate | 73.4% | 73.3%+0.1pp | 79.8%-6.4pp | 69.6%+3.8pp |
| Annual return | 9.09% | 61.85%-52.8pp | 45.09%-36.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,380 | $3,733-9.5% | $5,048-33.0% | $3,740-9.6% |
| Admin fee / account holder | $641 | $6,321-89.9% | $8,927-92.8% | $5,306-87.9% |