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 | $44,448 | $127,065-65.0% | $113,168-60.7% | $142,382-68.8% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 7.11% | 24.03%-16.9pp | 24.27%-17.2pp | 217.08%-210.0pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,819 | $5,716-50.7% | $5,107-44.8% | $6,507-56.7% |
| Admin fee / account holder | $25,611 | $15,736+62.8% | $12,068+112.2% | $12,624+102.9% |