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 | $65,849 | $78,422-16.0% | $95,952-31.4% | $79,858-17.5% |
| Participation rate | 72.7% | 73.5%-0.8pp | 77.1%-4.3pp | 69.6%+3.1pp |
| Annual return | 6.16% | 19.37%-13.2pp | 91.61%-85.5pp | 31.71%-25.6pp |
| Employer contribution / active EE | $129 | $1,945-93.3% | $2,541-94.9% | $2,471-94.8% |
| Participant deferral / active EE | $2,407 | $3,440-30.0% | $4,167-42.2% | $3,740-35.6% |
| Admin fee / account holder | $11,543 | $5,622+105.3% | $6,795+69.9% | $5,306+117.5% |