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 | $150,462 | $70,428+113.6% | $96,562+55.8% | $85,850+75.3% |
| Participation rate | 78.6% | 61.8%+16.8pp | 69.8%+8.8pp | 69.3%+9.3pp |
| Annual return | 9.71% | 18.59%-8.9pp | 37.78%-28.1pp | 318.53%-308.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,892 | $2,894-0.1% | $3,849-24.9% | $3,952-26.8% |
| Admin fee / account holder | $10,680 | $4,997+113.7% | $6,181+72.8% | $6,260+70.6% |