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 | $39,744 | $69,977-43.2% | $108,579-63.4% | $62,891-36.8% |
| Participation rate | 97.5% | 72.9%+24.6pp | 79.6%+17.9pp | 69.3%+28.2pp |
| Annual return | 2.73% | 10.73%-8.0pp | -51.70%+54.4pp | 20.14%-17.4pp |
| Employer contribution / active EE | $2 | $2,135-99.9% | $3,758-100.0% | $2,281-99.9% |
| Participant deferral / active EE | $4,290 | $3,165+35.6% | $4,311-0.5% | $3,203+33.9% |
| Admin fee / account holder | $335 | $5,076-93.4% | $7,645-95.6% | $4,296-92.2% |