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 | $115,798 | $94,625+22.4% | $116,228-0.4% | $84,808+36.5% |
| Participation rate | 81.1% | 70.4%+10.6pp | 74.6%+6.5pp | 68.3%+12.8pp |
| Annual return | 11.14% | 20.40%-9.3pp | 90.06%-78.9pp | 40.90%-29.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,214 | $3,972-19.1% | $4,953-35.1% | $4,212-23.7% |
| Admin fee / account holder | $6,155 | $10,091-39.0% | $11,989-48.7% | $7,344-16.2% |