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 | $113,572 | $104,251+8.9% | $91,001+24.8% | $147,584-23.0% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 4.30% | 27.06%-22.8pp | 4.60%-0.3pp | 578.55%-574.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,391 | $4,195+4.7% | $3,547+23.8% | $5,439-19.3% |
| Admin fee / account holder | $359 | $8,948-96.0% | $5,417-93.4% | $10,885-96.7% |