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 | $121,979 | $87,733+39.0% | $106,548+14.5% | $85,850+42.1% |
| Participation rate | 85.3% | 71.9%+13.4pp | 76.1%+9.2pp | 69.3%+16.0pp |
| Annual return | 10.71% | 21.86%-11.1pp | 26.80%-16.1pp | 318.53%-307.8pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,365 | $3,469-3.0% | $4,398-23.5% | $3,952-14.9% |
| Admin fee / account holder | $783 | $6,767-88.4% | $7,407-89.4% | $6,260-87.5% |