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 | $37,539 | $74,927-49.9% | $101,794-63.1% | $84,808-55.7% |
| Participation rate | 78.3% | 61.4%+16.9pp | 69.2%+9.1pp | 68.3%+9.9pp |
| Annual return | 8.32% | 18.70%-10.4pp | 30.53%-22.2pp | 40.90%-32.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,889 | $3,099-39.1% | $4,084-53.8% | $4,212-55.2% |
| Admin fee / account holder | $1,651 | $6,514-74.6% | $8,777-81.2% | $7,344-77.5% |