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 | $33,041 | $91,538-63.9% | $129,995-74.6% | $75,163-56.0% |
| Participation rate | 86.0% | 71.4%+14.6pp | 78.5%+7.5pp | 67.2%+18.8pp |
| Annual return | 4.63% | -631.11%+635.7pp | -137.18%+141.8pp | 160.62%-156.0pp |
| Employer contribution / active EE | $710 | $2,845-75.1% | $4,320-83.6% | $2,670-73.4% |
| Participant deferral / active EE | $2,781 | $4,341-35.9% | $5,820-52.2% | $4,125-32.6% |
| Admin fee / account holder | $8,750 | $6,790+28.9% | $10,614-17.6% | $5,651+54.8% |