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 | $47,191 | $58,512-19.3% | $84,015-43.8% | $72,985-35.3% |
| Participation rate | 86.8% | 61.2%+25.5pp | 69.0%+17.8pp | 69.5%+17.3pp |
| Annual return | 2.31% | 28.93%-26.6pp | 71.31%-69.0pp | 81.00%-78.7pp |
| Employer contribution / active EE | $98 | $1,163-91.5% | $1,983-95.0% | $2,440-96.0% |
| Participant deferral / active EE | $2,654 | $2,394+10.9% | $3,239-18.0% | $3,607-26.4% |
| Admin fee / account holder | $10,634 | $4,569+132.8% | $6,101+74.3% | $5,124+107.5% |