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 | $57,689 | $43,327+33.1% | $59,878-3.7% | $64,186-10.1% |
| Participation rate | 77.8% | 69.2%+8.6pp | 74.7%+3.1pp | 69.6%+8.2pp |
| Annual return | -7.32% | -1.55%-5.8pp | 3.46%-10.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $320 | $2,028-84.2% | $2,722-88.3% | $2,381-86.6% |
| Participant deferral / active EE | $2,467 | $2,546-3.1% | $3,402-27.5% | $3,470-28.9% |
| Admin fee / account holder | $6,139 | $3,005+104.3% | $3,590+71.0% | $4,888+25.6% |