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 | $209,901 | $70,428+198.0% | $96,562+117.4% | $85,850+144.5% |
| Participation rate | 80.4% | 61.8%+18.6pp | 69.8%+10.6pp | 69.3%+11.1pp |
| Annual return | 8.43% | 18.59%-10.2pp | 37.78%-29.4pp | 318.53%-310.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,830 | $2,894+32.3% | $3,849-0.5% | $3,952-3.1% |
| Admin fee / account holder | $5,106 | $4,997+2.2% | $6,181-17.4% | $6,260-18.4% |