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 | $82,509 | $99,985-17.5% | $146,665-43.7% | $85,850-3.9% |
| Participation rate | 81.1% | 73.1%+8.1pp | 80.1%+1.1pp | 69.3%+11.8pp |
| Annual return | 7.22% | 18.93%-11.7pp | 22.74%-15.5pp | 318.53%-311.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,056 | $4,006+1.3% | $5,506-26.3% | $3,952+2.6% |
| Admin fee / account holder | $12,687 | $7,702+64.7% | $10,280+23.4% | $6,260+102.7% |