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 | $109,882 | $53,777+104.3% | $134,143-18.1% | $79,858+37.6% |
| Participation rate | 82.8% | 58.8%+24.0pp | 72.2%+10.6pp | 69.6%+13.1pp |
| Annual return | 9.20% | 19.01%-9.8pp | 36.33%-27.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,184 | $2,420+72.9% | $3,499+19.6% | $3,740+11.9% |
| Admin fee / account holder | $2,424 | $3,984-39.2% | $6,684-63.7% | $5,306-54.3% |