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 | $97,144 | $77,314+25.6% | $177,989-45.4% | $80,856+20.1% |
| Participation rate | 73.1% | 65.7%+7.4pp | 77.1%-4.0pp | 67.6%+5.4pp |
| Annual return | 8.96% | 18.09%-9.1pp | 294.48%-285.5pp | 35.59%-26.6pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,648 | $4,411+28.1% | $6,276-10.0% | $4,296+31.5% |
| Admin fee / account holder | $8,387 | $7,191+16.6% | $10,363-19.1% | $6,918+21.2% |