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 | $73,924 | $159,602-53.7% | $150,045-50.7% | $142,382-48.1% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 9.19% | 70.24%-61.0pp | 62.55%-53.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,418 | $8,310+37.4% | $7,997+42.8% | $6,507+75.5% |
| Admin fee / account holder | $78,506 | $14,846+428.8% | $13,435+484.4% | $12,624+521.9% |