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 | $119,551 | $53,127+125.0% | $86,590+38.1% | $70,131+70.5% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 9.13% | 27.66%-18.5pp | 964.84%-955.7pp | 73.14%-64.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,134 | $2,696+127.5% | $3,609+70.0% | $3,332+84.1% |
| Admin fee / account holder | $1,021 | $3,585-71.5% | $4,906-79.2% | $4,645-78.0% |