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 | $53,970 | $114,381-52.8% | $107,525-49.8% | $142,382-62.1% |
| Participation rate | 86.4% | 78.1%+8.2pp | 75.1%+11.3pp | 80.1%+6.2pp |
| Annual return | 10.63% | 242.71%-232.1pp | 181.32%-170.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,097 | $5,564-62.3% | $5,116-59.0% | $6,507-67.8% |
| Admin fee / account holder | $17,283 | $9,860+75.3% | $8,919+93.8% | $12,624+36.9% |