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 | $84,700 | $46,869+80.7% | $122,332-30.8% | $70,131+20.8% |
| Participation rate | 89.7% | 58.2%+31.5pp | 71.6%+18.0pp | 69.5%+20.1pp |
| Annual return | 10.44% | 24.22%-13.8pp | 30.27%-19.8pp | 73.14%-62.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,187 | $2,166+47.1% | $3,287-3.1% | $3,332-4.4% |
| Admin fee / account holder | $2,327 | $3,322-30.0% | $5,478-57.5% | $4,645-49.9% |