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 | $49,343 | $73,933-33.3% | $96,683-49.0% | $75,163-34.4% |
| Participation rate | 79.7% | 66.4%+13.3pp | 74.3%+5.3pp | 67.2%+12.5pp |
| Annual return | -7.12% | 26.70%-33.8pp | 35.69%-42.8pp | 160.62%-167.7pp |
| Employer contribution / active EE | $502 | $2,928-82.9% | $3,737-86.6% | $2,670-81.2% |
| Participant deferral / active EE | $4,191 | $3,659+14.6% | $4,878-14.1% | $4,125+1.6% |
| Admin fee / account holder | $6,486 | $5,216+24.3% | $6,730-3.6% | $5,651+14.8% |