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 | $52,678 | $68,719-23.3% | $91,541-42.5% | $84,808-37.9% |
| Participation rate | 95.7% | 64.5%+31.2pp | 69.8%+26.0pp | 68.3%+27.4pp |
| Annual return | 11.84% | 19.12%-7.3pp | 20.50%-8.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,974 | $3,136-5.2% | $4,008-25.8% | $4,212-29.4% |
| Admin fee / account holder | $8,495 | $5,786+46.8% | $6,956+22.1% | $7,344+15.7% |