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 | $45,873 | $67,411-32.0% | $91,001-49.6% | $70,131-34.6% |
| Participation rate | 73.4% | 71.4%+2.1pp | 75.6%-2.2pp | 69.5%+3.9pp |
| Annual return | 11.06% | -40.16%+51.2pp | 4.60%+6.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $318 | $1,786-82.2% | $2,456-87.0% | $2,342-86.4% |
| Participant deferral / active EE | $1,757 | $2,823-37.7% | $3,547-50.5% | $3,332-47.3% |
| Admin fee / account holder | $3,832 | $4,236-9.5% | $5,417-29.3% | $4,645-17.5% |