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 | $118,929 | $91,190+30.4% | $178,490-33.4% | $79,858+48.9% |
| Participation rate | 98.2% | 69.2%+29.0pp | 81.9%+16.3pp | 69.6%+28.6pp |
| Annual return | 7.85% | 24.19%-16.3pp | 151.07%-143.2pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,486 | $3,236+7.7% | $5,202-33.0% | $3,740-6.8% |
| Admin fee / account holder | $731 | $6,751-89.2% | $13,984-94.8% | $5,306-86.2% |