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 | $110,428 | $138,347-20.2% | $184,203-40.1% | $80,856+36.6% |
| Participation rate | 95.7% | 83.9%+11.9pp | 86.8%+8.9pp | 67.6%+28.1pp |
| Annual return | 8.35% | 20.02%-11.7pp | 28.81%-20.5pp | 35.59%-27.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,120 | $7,071+14.8% | $9,131-11.1% | $4,296+89.0% |
| Admin fee / account holder | $8,709 | $10,483-16.9% | $13,901-37.4% | $6,918+25.9% |