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 | $70,981 | $109,359-35.1% | $162,163-56.2% | $72,985-2.7% |
| Participation rate | 70.4% | 84.3%-13.9pp | 87.6%-17.2pp | 69.5%+0.9pp |
| Annual return | 12.40% | 25.46%-13.1pp | 115.59%-103.2pp | 81.00%-68.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,851 | $5,481-11.5% | $7,298-33.5% | $3,607+34.5% |
| Admin fee / account holder | $99,641 | $7,972+1149.9% | $10,843+819.0% | $5,124+1844.5% |