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 | $71,790 | $65,365+9.8% | $92,893-22.7% | $72,985-1.6% |
| Participation rate | 97.0% | 68.3%+28.7pp | 76.0%+21.0pp | 69.5%+27.5pp |
| Annual return | 12.14% | 42.10%-30.0pp | 109.41%-97.3pp | 81.00%-68.9pp |
| Employer contribution / active EE | $504 | $2,594-80.6% | $3,653-86.2% | $2,440-79.3% |
| Participant deferral / active EE | $5,031 | $3,128+60.8% | $4,236+18.8% | $3,607+39.5% |
| Admin fee / account holder | $3,791 | $4,251-10.8% | $5,794-34.6% | $5,124-26.0% |