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 | $92,681 | $125,758-26.3% | $169,993-45.5% | $75,163+23.3% |
| Participation rate | 74.1% | 83.6%-9.5pp | 87.0%-12.9pp | 67.2%+6.9pp |
| Annual return | 11.12% | 27.20%-16.1pp | 53.37%-42.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,176 | $6,837-53.5% | $10,408-69.5% | $4,125-23.0% |
| Admin fee / account holder | $929 | $8,173-88.6% | $12,815-92.8% | $5,651-83.6% |