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 | $39,430 | $55,706-29.2% | $75,886-48.0% | $72,985-46.0% |
| Participation rate | 73.1% | 61.1%+11.9pp | 69.3%+3.8pp | 69.5%+3.6pp |
| Annual return | 5.91% | 27.59%-21.7pp | 30.76%-24.8pp | 81.00%-75.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,729 | $2,634-34.4% | $3,603-52.0% | $3,607-52.1% |
| Admin fee / account holder | $3,319 | $3,978-16.6% | $5,418-38.7% | $5,124-35.2% |