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 | $155,868 | $39,122+298.4% | $57,179+172.6% | $62,891+147.8% |
| Participation rate | 94.3% | 70.5%+23.8pp | 75.3%+18.9pp | 69.3%+25.0pp |
| Annual return | 0.56% | 9.23%-8.7pp | 14.59%-14.0pp | 20.14%-19.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $14,002 | $2,374+489.9% | $3,096+352.2% | $3,203+337.2% |
| Admin fee / account holder | $999 | $2,592-61.5% | $3,139-68.2% | $4,296-76.7% |