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 | $26,205 | $54,705-52.1% | $71,209-63.2% | $84,808-69.1% |
| Participation rate | 95.5% | 64.1%+31.4pp | 73.8%+21.7pp | 68.3%+27.1pp |
| Annual return | 9.76% | 35.90%-26.1pp | 282.51%-272.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $193 | $2,158-91.0% | $2,721-92.9% | $2,631-92.7% |
| Participant deferral / active EE | $1,932 | $3,030-36.2% | $4,175-53.7% | $4,212-54.1% |
| Admin fee / account holder | $4,071 | $4,863-16.3% | $5,349-23.9% | $7,344-44.6% |