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 | $71,475 | $58,523+22.1% | $99,443-28.1% | $72,985-2.1% |
| Participation rate | 83.8% | 64.6%+19.2pp | 73.8%+9.9pp | 69.5%+14.3pp |
| Annual return | 16.02% | 28.51%-12.5pp | 30.72%-14.7pp | 81.00%-65.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,805 | $2,606+46.0% | $3,619+5.1% | $3,607+5.5% |
| Admin fee / account holder | $1,461 | $4,102-64.4% | $6,250-76.6% | $5,124-71.5% |