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 | $142,499 | $78,705+81.1% | $117,854+20.9% | $70,131+103.2% |
| Participation rate | 88.2% | 73.2%+15.0pp | 79.7%+8.6pp | 69.5%+18.7pp |
| Annual return | 9.15% | 23.30%-14.1pp | 335.08%-325.9pp | 73.14%-64.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,597 | $3,297+69.7% | $4,482+24.9% | $3,332+68.0% |
| Admin fee / account holder | $2,917 | $5,065-42.4% | $8,020-63.6% | $4,645-37.2% |