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 | $55,884 | $55,706+0.3% | $75,886-26.4% | $72,985-23.4% |
| Participation rate | 73.8% | 61.1%+12.7pp | 69.3%+4.5pp | 69.5%+4.3pp |
| Annual return | 14.17% | 27.59%-13.4pp | 30.76%-16.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,255 | $2,634-52.3% | $3,603-65.2% | $3,607-65.2% |
| Admin fee / account holder | $1,984 | $3,978-50.1% | $5,418-63.4% | $5,124-61.3% |