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 | $60,930 | $71,516-14.8% | $98,439-38.1% | $71,457-14.7% |
| Participation rate | 92.0% | 72.7%+19.3pp | 75.2%+16.8pp | 67.9%+24.1pp |
| Annual return | -4.18% | 32.41%-36.6pp | 21.16%-25.3pp | 28.85%-33.0pp |
| Employer contribution / active EE | $371 | $2,399-84.5% | $3,048-87.8% | $2,588-85.6% |
| Participant deferral / active EE | $5,494 | $4,109+33.7% | $4,738+16.0% | $4,289+28.1% |
| Admin fee / account holder | $17,193 | $1,675+926.6% | $8,948+92.2% | $1,587+983.1% |