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 | $73,557 | $69,515+5.8% | $86,874-15.3% | $85,850-14.3% |
| Participation rate | 85.3% | 66.3%+19.0pp | 71.6%+13.7pp | 69.3%+16.0pp |
| Annual return | 9.50% | 20.12%-10.6pp | 63.52%-54.0pp | 318.53%-309.0pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,752 | $2,919+62.8% | $3,699+28.5% | $3,952+20.2% |
| Admin fee / account holder | $2,166 | $5,972-63.7% | $5,828-62.8% | $6,260-65.4% |