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 | $79,923 | $76,552+4.4% | $123,892-35.5% | $62,891+27.1% |
| Participation rate | 71.0% | 73.0%-2.0pp | 81.4%-10.4pp | 69.3%+1.7pp |
| Annual return | 2.82% | 18.68%-15.9pp | 47.52%-44.7pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,664 | $4,840+99.7% | $5,984+61.5% | $3,203+201.7% |
| Admin fee / account holder | $24,002 | $4,826+397.4% | $8,357+187.2% | $4,296+458.8% |