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 | $94,858 | $72,492+30.9% | $87,100+8.9% | $72,985+30.0% |
| Participation rate | 76.6% | 72.8%+3.8pp | 76.9%-0.3pp | 69.5%+7.1pp |
| Annual return | 14.48% | 24.46%-10.0pp | 28.19%-13.7pp | 81.00%-66.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,129 | $3,270+56.9% | $4,049+26.7% | $3,607+42.2% |
| Admin fee / account holder | $490 | $5,055-90.3% | $7,497-93.5% | $5,124-90.4% |