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 | $159,477 | $80,673+97.7% | $101,326+57.4% | $84,808+88.0% |
| Participation rate | 81.5% | 77.8%+3.7pp | 81.5%0pp | 68.3%+13.2pp |
| Annual return | 13.96% | 38.95%-25.0pp | 36.82%-22.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,633 | $6,840-3.0% | $7,994-17.0% | $4,212+57.5% |
| Admin fee / account holder | $4,164 | $12,784-67.4% | $11,185-62.8% | $7,344-43.3% |