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 | $80,128 | $77,503+3.4% | $100,391-20.2% | $80,856-0.9% |
| Participation rate | 93.3% | 76.9%+16.4pp | 81.5%+11.9pp | 67.6%+25.7pp |
| Annual return | 10.56% | 37.20%-26.6pp | 49.20%-38.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,514 | $6,820-19.2% | $8,082-31.8% | $4,296+28.3% |
| Admin fee / account holder | $21,757 | $5,897+269.0% | $7,899+175.4% | $6,918+214.5% |