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 9-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 | $195,933 | $85,202+130.0% | $172,739+13.4% | $72,985+168.5% |
| Participation rate | 76.0% | 70.1%+5.9pp | 82.6%-6.6pp | 69.5%+6.5pp |
| Annual return | 5.47% | 27.32%-21.9pp | 802.84%-797.4pp | 81.00%-75.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,005 | $3,260-38.5% | $5,198-61.4% | $3,607-44.4% |
| Admin fee / account holder | $2,354 | $5,884-60.0% | $13,954-83.1% | $5,124-54.1% |