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 | $38,408 | $93,571-59.0% | $135,903-71.7% | $75,163-48.9% |
| Participation rate | 74.0% | 75.2%-1.2pp | 81.9%-7.9pp | 67.2%+6.8pp |
| Annual return | 14.21% | 30.90%-16.7pp | 68.23%-54.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,055 | $6,404-52.3% | $7,758-60.6% | $4,125-26.0% |
| Admin fee / account holder | $3,289 | $6,975-52.8% | $10,762-69.4% | $5,651-41.8% |