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 8-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 | $77,932 | $78,705-1.0% | $117,854-33.9% | $70,131+11.1% |
| Participation rate | 91.4% | 73.2%+18.2pp | 79.7%+11.8pp | 69.5%+21.9pp |
| Annual return | 11.33% | 23.30%-12.0pp | 335.08%-323.7pp | 73.14%-61.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,355 | $3,297+1.7% | $4,482-25.2% | $3,332+0.7% |
| Admin fee / account holder | $1,723 | $5,065-66.0% | $8,020-78.5% | $4,645-62.9% |