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 8-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 | $50,295 | $68,547-26.6% | $120,354-58.2% | $80,856-37.8% |
| Participation rate | 85.7% | 61.6%+24.1pp | 71.9%+13.8pp | 67.6%+18.1pp |
| Annual return | 8.95% | 23.60%-14.7pp | 107.15%-98.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,864 | $3,173+336.9% | $4,991+177.8% | $4,296+222.7% |
| Admin fee / account holder | $7,426 | $5,732+29.6% | $9,423-21.2% | $6,918+7.3% |