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 | $85,207 | $89,355-4.6% | $141,162-39.6% | $72,985+16.7% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.5pp | 69.5%+14.4pp |
| Annual return | 5.71% | 111.85%-106.1pp | 71.39%-65.7pp | 81.00%-75.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,670 | $5,418-32.3% | $6,709-45.3% | $3,607+1.7% |
| Admin fee / account holder | $3,912 | $5,958-34.3% | $10,261-61.9% | $5,124-23.7% |