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 | $97,734 | $64,348+51.9% | $90,160+8.4% | $70,131+39.4% |
| Participation rate | 80.6% | 70.4%+10.2pp | 76.9%+3.7pp | 69.5%+11.1pp |
| Annual return | 11.35% | 28.13%-16.8pp | 34.88%-23.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,025 | $4,389+14.5% | $5,288-5.0% | $3,332+50.8% |
| Admin fee / account holder | $8,870 | $3,944+124.9% | $5,943+49.3% | $4,645+90.9% |