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 | $74,739 | $132,239-43.5% | $105,722-29.3% | $273,961-72.7% |
| Participation rate | 72.7% | 83.2%-10.5pp | 78.9%-6.2pp | 83.0%-10.3pp |
| Annual return | -0.41% | 10.07%-10.5pp | 12.25%-12.7pp | 41.45%-41.9pp |
| Employer contribution / active EE | $671 | $4,867-86.2% | $4,079-83.5% | $4,869-86.2% |
| Participant deferral / active EE | $4,519 | $6,233-27.5% | $5,326-15.1% | $5,287-14.5% |
| Admin fee / account holder | $7,600 | $12,032-36.8% | $8,308-8.5% | $10,132-25.0% |