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 | $42,432 | $72,277-41.3% | $101,248-58.1% | $79,858-46.9% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 0.88% | 22.30%-21.4pp | 46.47%-45.6pp | 31.71%-30.8pp |
| Employer contribution / active EE | $372 | $2,692-86.2% | $3,660-89.8% | $2,471-85.0% |
| Participant deferral / active EE | $2,030 | $3,282-38.1% | $4,370-53.5% | $3,740-45.7% |
| Admin fee / account holder | $1,315 | $4,400-70.1% | $5,945-77.9% | $5,306-75.2% |