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 | $35,542 | $77,899-54.4% | $149,673-76.3% | $75,163-52.7% |
| Participation rate | 81.1% | 65.6%+15.5pp | 78.8%+2.3pp | 67.2%+13.9pp |
| Annual return | 11.37% | 31.72%-20.3pp | 134.42%-123.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,585 | $3,411+5.1% | $5,680-36.9% | $4,125-13.1% |
| Admin fee / account holder | $3,384 | $5,956-43.2% | $13,210-74.4% | $5,651-40.1% |