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 | $108,513 | $89,753+20.9% | $107,525+0.9% | $84,808+28.0% |
| Participation rate | 97.4% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.1pp |
| Annual return | 12.41% | 29.48%-17.1pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,331 | $4,056+80.7% | $5,116+43.3% | $4,212+74.1% |
| Admin fee / account holder | $2,486 | $7,222-65.6% | $8,919-72.1% | $7,344-66.2% |