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 | $85,734 | $138,347-38.0% | $184,203-53.5% | $80,856+6.0% |
| Participation rate | 96.2% | 83.9%+12.4pp | 86.8%+9.4pp | 67.6%+28.6pp |
| Annual return | 5.74% | 20.02%-14.3pp | 28.81%-23.1pp | 35.59%-29.9pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,212 | $7,071-40.4% | $9,131-53.9% | $4,296-2.0% |
| Admin fee / account holder | $15,618 | $10,483+49.0% | $13,901+12.4% | $6,918+125.8% |