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 | $74,295 | $109,359-32.1% | $162,163-54.2% | $72,985+1.8% |
| Participation rate | 98.1% | 84.3%+13.9pp | 87.6%+10.6pp | 69.5%+28.6pp |
| Annual return | 2.31% | 25.46%-23.1pp | 115.59%-113.3pp | 81.00%-78.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,991 | $5,481-45.4% | $7,298-59.0% | $3,607-17.1% |
| Admin fee / account holder | $1,146 | $7,972-85.6% | $10,843-89.4% | $5,124-77.6% |