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 | $33,237 | $109,881-69.8% | $150,045-77.8% | $84,808-60.8% |
| Participation rate | 84.7% | 76.1%+8.6pp | 82.3%+2.4pp | 68.3%+16.4pp |
| Annual return | 12.67% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,103 | $6,636-53.2% | $7,997-61.2% | $4,212-26.3% |
| Admin fee / account holder | $2,808 | $8,568-67.2% | $13,435-79.1% | $7,344-61.8% |