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 | $234,140 | $73,787+217.3% | $98,716+137.2% | $82,448+184.0% |
| Participation rate | 98.1% | 61.4%+36.7pp | 69.3%+28.8pp | 68.1%+30.0pp |
| Annual return | 5.73% | 18.57%-12.8pp | 31.81%-26.1pp | 41.64%-35.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,202 | $3,081+68.8% | $4,048+28.5% | $4,139+25.7% |
| Admin fee / account holder | $22,401 | $6,500+244.6% | $8,703+157.4% | $7,234+209.7% |