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 | $41,816 | $124,425-66.4% | $112,040-62.7% | $137,256-69.5% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 6.96% | 24.72%-17.8pp | 24.52%-17.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,088 | $5,718-46.0% | $5,098-39.4% | $6,407-51.8% |
| Admin fee / account holder | $1,131 | $15,207-92.6% | $12,098-90.7% | $12,270-90.8% |