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 | $67,207 | $68,719-2.2% | $91,541-26.6% | $84,808-20.8% |
| Participation rate | 92.1% | 64.5%+27.6pp | 69.8%+22.3pp | 68.3%+23.8pp |
| Annual return | 12.37% | 19.12%-6.7pp | 20.50%-8.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,740 | $3,136+114.9% | $4,008+68.2% | $4,212+60.0% |
| Admin fee / account holder | $4,810 | $5,786-16.9% | $6,956-30.8% | $7,344-34.5% |