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 | $54,765 | $56,277-2.7% | $80,975-32.4% | $62,891-12.9% |
| Participation rate | 91.7% | 69.0%+22.7pp | 75.8%+15.9pp | 69.3%+22.4pp |
| Annual return | 5.73% | 22.12%-16.4pp | 17.10%-11.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,626 | $4,195+81.8% | $5,696+33.9% | $3,203+138.1% |
| Admin fee / account holder | $3,237 | $3,741-13.5% | $5,516-41.3% | $4,296-24.7% |