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 5-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 | $70,798 | $68,547+3.3% | $120,354-41.2% | $80,856-12.4% |
| Participation rate | 79.5% | 61.6%+17.9pp | 71.9%+7.6pp | 67.6%+11.9pp |
| Annual return | 8.15% | 23.60%-15.4pp | 107.15%-99.0pp | 35.59%-27.4pp |
| Employer contribution / active EE | $263 | $2,051-87.2% | $3,463-92.4% | $2,755-90.5% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,991-100.0% | $4,296-100.0% |
| Admin fee / account holder | $397 | $5,732-93.1% | $9,423-95.8% | $6,918-94.3% |