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 | $63,609 | $58,627+8.5% | $76,735-17.1% | $82,448-22.8% |
| Participation rate | 94.3% | 63.2%+31.1pp | 69.5%+24.8pp | 68.1%+26.3pp |
| Annual return | 8.94% | 39.10%-30.2pp | 29.77%-20.8pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,705 | $3,134-13.7% | $4,088-33.8% | $4,139-34.7% |
| Admin fee / account holder | $11,992 | $5,323+125.3% | $7,189+66.8% | $7,234+65.8% |