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 | $196,466 | $83,477+135.4% | $125,175+57.0% | $72,985+169.2% |
| Participation rate | 97.2% | 73.3%+23.9pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | 3.20% | 25.78%-22.6pp | 43.79%-40.6pp | 81.00%-77.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,079 | $3,585+13.8% | $4,937-17.4% | $3,607+13.1% |
| Admin fee / account holder | $19,392 | $5,517+251.5% | $9,702+99.9% | $5,124+278.4% |