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 8-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 | $20,414 | $92,222-77.9% | $76,768-73.4% | $135,375-84.9% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | -10.43% | 5.46%-15.9pp | 2.43%-12.9pp | 519.73%-530.2pp |
| Employer contribution / active EE | $461 | $3,216-85.7% | $2,485-81.5% | $4,779-90.4% |
| Participant deferral / active EE | $2,303 | $4,509-48.9% | $3,852-40.2% | $5,609-58.9% |
| Admin fee / account holder | $2,571 | $10,748-76.1% | $6,675-61.5% | $10,827-76.2% |