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 | $43,883 | $124,425-64.7% | $112,040-60.8% | $137,256-68.0% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.5%+17.3pp | 80.0%+13.8pp |
| Annual return | 7.88% | 24.72%-16.8pp | 24.52%-16.6pp | 220.34%-212.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,410 | $5,718-57.9% | $5,098-52.7% | $6,407-62.4% |
| Admin fee / account holder | $3,293 | $15,207-78.3% | $12,098-72.8% | $12,270-73.2% |