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 | $83,226 | $87,013-4.4% | $106,213-21.6% | $80,856+2.9% |
| Participation rate | 83.7% | 70.4%+13.2pp | 75.3%+8.4pp | 67.6%+16.0pp |
| Annual return | 8.46% | 17.05%-8.6pp | 116.14%-107.7pp | 35.59%-27.1pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,742 | $3,986-6.1% | $5,016-25.4% | $4,296-12.9% |
| Admin fee / account holder | $6,377 | $8,431-24.4% | $11,033-42.2% | $6,918-7.8% |