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 | $65,509 | $89,753-27.0% | $107,525-39.1% | $84,808-22.8% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 11.31% | 29.48%-18.2pp | 181.32%-170.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,250 | $4,056+4.8% | $5,116-16.9% | $4,212+0.9% |
| Admin fee / account holder | $871 | $7,222-87.9% | $8,919-90.2% | $7,344-88.1% |