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 | $141,167 | $89,355+58.0% | $141,1620% | $72,985+93.4% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.5%+5.4pp | 69.5%+18.4pp |
| Annual return | 18.00% | 111.85%-93.8pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,159 | $5,418+106.0% | $6,709+66.3% | $3,607+209.3% |
| Admin fee / account holder | $38,896 | $5,958+552.8% | $10,261+279.1% | $5,124+659.0% |