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 | $29,967 | $87,013-65.6% | $106,213-71.8% | $80,856-62.9% |
| Participation rate | 71.4% | 70.4%+1.0pp | 75.3%-3.9pp | 67.6%+3.8pp |
| Annual return | 10.15% | 17.05%-6.9pp | 116.14%-106.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,634 | $3,986+16.2% | $5,016-7.6% | $4,296+7.9% |
| Admin fee / account holder | $4,785 | $8,431-43.3% | $11,033-56.6% | $6,918-30.8% |