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 | $66,409 | $63,355+4.8% | $91,989-27.8% | $72,985-9.0% |
| Participation rate | 73.8% | 72.5%+1.3pp | 78.6%-4.9pp | 69.5%+4.3pp |
| Annual return | 13.72% | 35.35%-21.6pp | 69.02%-55.3pp | 81.00%-67.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,908 | $4,883-20.0% | $5,923-34.0% | $3,607+8.3% |
| Admin fee / account holder | $28,204 | $4,668+504.2% | $7,743+264.3% | $5,124+450.4% |