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 6-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 | $27,449 | $127,386-78.5% | $115,037-76.1% | $125,391-78.1% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -7.07% | 31.28%-38.3pp | 26.14%-33.2pp | 282.22%-289.3pp |
| Employer contribution / active EE | $674 | $5,166-87.0% | $4,608-85.4% | $4,866-86.1% |
| Participant deferral / active EE | $5,238 | $6,423-18.4% | $6,026-13.1% | $5,352-2.1% |
| Admin fee / account holder | $1,697 | $9,516-82.2% | $8,175-79.2% | $9,540-82.2% |