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 | $79,331 | $76,367+3.9% | $93,606-15.2% | $72,985+8.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 16.03% | 25.82%-9.8pp | 32.76%-16.7pp | 81.00%-65.0pp |
| Employer contribution / active EE | $249 | $2,275-89.0% | $2,718-90.8% | $2,440-89.8% |
| Participant deferral / active EE | $4,323 | $3,538+22.2% | $4,069+6.3% | $3,607+19.8% |
| Admin fee / account holder | $1,657 | $6,838-75.8% | $7,888-79.0% | $5,124-67.7% |