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 | $181,583 | $67,606+168.6% | $82,313+120.6% | $70,131+158.9% |
| Participation rate | 84.4% | 72.8%+11.7pp | 76.9%+7.6pp | 69.5%+14.9pp |
| Annual return | 4.18% | 21.57%-17.4pp | 25.88%-21.7pp | 73.14%-69.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,744 | $2,987+159.3% | $3,706+109.0% | $3,332+132.4% |
| Admin fee / account holder | $338 | $4,512-92.5% | $5,608-94.0% | $4,645-92.7% |