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 | $56,141 | $98,750-43.1% | $149,696-62.5% | $79,858-29.7% |
| Participation rate | 75.4% | 75.8%-0.4pp | 82.5%-7.1pp | 69.6%+5.8pp |
| Annual return | 5.21% | 27.43%-22.2pp | 276.60%-271.4pp | 31.71%-26.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,405 | $5,680+48.0% | $6,842+22.8% | $3,740+124.7% |
| Admin fee / account holder | $2,849 | $6,053-52.9% | $9,309-69.4% | $5,306-46.3% |