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 7-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 | $38,544 | $94,338-59.1% | $100,534-61.7% | $142,382-72.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 80.6%-5.6pp | 80.1%-5.1pp |
| Annual return | 5.64% | 29.20%-23.6pp | 32.66%-27.0pp | 217.08%-211.4pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,957 | $5,934+50.9% | $6,144+45.8% | $6,507+37.6% |
| Admin fee / account holder | $11,580 | $8,421+37.5% | $7,654+51.3% | $12,624-8.3% |