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 | $102,354 | $76,367+34.0% | $93,606+9.3% | $72,985+40.2% |
| Participation rate | 70.0% | 71.7%-1.7pp | 75.8%-5.8pp | 69.5%+0.5pp |
| Annual return | 15.95% | 25.82%-9.9pp | 32.76%-16.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,932 | $3,538-17.1% | $4,069-27.9% | $3,607-18.7% |
| Admin fee / account holder | $3,632 | $6,838-46.9% | $7,888-54.0% | $5,124-29.1% |