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 | $81,028 | $78,705+3.0% | $117,854-31.2% | $70,131+15.5% |
| Participation rate | 97.0% | 73.2%+23.8pp | 79.7%+17.3pp | 69.5%+27.4pp |
| Annual return | 7.10% | 23.30%-16.2pp | 335.08%-328.0pp | 73.14%-66.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,157 | $3,297+177.7% | $4,482+104.3% | $3,332+174.9% |
| Admin fee / account holder | $11,308 | $5,065+123.2% | $8,020+41.0% | $4,645+143.4% |