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 | $44,608 | $72,277-38.3% | $101,248-55.9% | $79,858-44.1% |
| Participation rate | 76.7% | 68.5%+8.2pp | 75.8%+0.9pp | 69.6%+7.0pp |
| Annual return | 7.65% | 22.30%-14.6pp | 46.47%-38.8pp | 31.71%-24.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,015 | $3,282-8.1% | $4,370-31.0% | $3,740-19.4% |
| Admin fee / account holder | $3,685 | $4,400-16.2% | $5,945-38.0% | $5,306-30.5% |