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 5-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 | $23,261 | $61,774-62.3% | $97,226-76.1% | $80,856-71.2% |
| Participation rate | 91.3% | 63.5%+27.8pp | 72.7%+18.6pp | 67.6%+23.7pp |
| Annual return | 6.90% | -557.90%+564.8pp | 75.13%-68.2pp | 35.59%-28.7pp |
| Employer contribution / active EE | $343 | $1,837-81.3% | $2,729-87.4% | $2,755-87.6% |
| Participant deferral / active EE | $2,072 | $3,029-31.6% | $4,264-51.4% | $4,296-51.8% |
| Admin fee / account holder | $1,210 | $5,166-76.6% | $5,654-78.6% | $6,918-82.5% |