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 | $24,621 | $45,073-45.4% | $69,455-64.6% | $72,985-66.3% |
| Participation rate | 96.0% | 68.5%+27.5pp | 74.6%+21.4pp | 69.5%+26.5pp |
| Annual return | 3.81% | 22.65%-18.8pp | 28.97%-25.2pp | 81.00%-77.2pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,055 | $2,602+55.9% | $3,535+14.7% | $3,607+12.4% |
| Admin fee / account holder | $1,163 | $3,056-61.9% | $3,839-69.7% | $5,124-77.3% |