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 | $37,355 | $54,705-31.7% | $71,209-47.5% | $84,808-56.0% |
| Participation rate | 71.0% | 64.1%+6.9pp | 73.8%-2.8pp | 68.3%+2.7pp |
| Annual return | 9.69% | 35.90%-26.2pp | 282.51%-272.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,595 | $3,030+18.6% | $4,175-13.9% | $4,212-14.6% |
| Admin fee / account holder | $7,444 | $4,863+53.1% | $5,349+39.2% | $7,344+1.4% |