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 | $59,506 | $72,012-17.4% | $185,823-68.0% | $79,858-25.5% |
| Participation rate | 77.8% | 65.8%+12.0pp | 78.0%-0.3pp | 69.6%+8.1pp |
| Annual return | 9.63% | 23.12%-13.5pp | 35.95%-26.3pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,280 | $3,779-66.1% | $5,632-77.3% | $3,740-65.8% |
| Admin fee / account holder | $2,727 | $4,513-39.6% | $9,500-71.3% | $5,306-48.6% |