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 | $55,507 | $71,050-21.9% | $93,606-40.7% | $80,856-31.4% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.6%+12.4pp |
| Annual return | 9.61% | 11.26%-1.6pp | 133.20%-123.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,961 | $4,034-26.6% | $4,411-32.9% | $4,296-31.1% |
| Admin fee / account holder | $21,644 | $6,945+211.7% | $8,285+161.2% | $6,918+212.9% |