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 | $35,315 | $46,869-24.7% | $122,332-71.1% | $70,131-49.6% |
| Participation rate | 78.4% | 58.2%+20.2pp | 71.6%+6.7pp | 69.5%+8.8pp |
| Annual return | 12.44% | 24.22%-11.8pp | 30.27%-17.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,574 | $2,166+18.8% | $3,287-21.7% | $3,332-22.8% |
| Admin fee / account holder | $2,743 | $3,322-17.4% | $5,478-49.9% | $4,645-40.9% |