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 | $40,281 | $65,041-38.1% | $90,951-55.7% | $79,858-49.6% |
| Participation rate | 92.0% | 61.6%+30.4pp | 69.0%+23.0pp | 69.6%+22.4pp |
| Annual return | 5.24% | 30.45%-25.2pp | 134.60%-129.4pp | 31.71%-26.5pp |
| Employer contribution / active EE | $192 | $1,247-84.6% | $2,122-90.9% | $2,471-92.2% |
| Participant deferral / active EE | $2,794 | $2,512+11.2% | $3,373-17.2% | $3,740-25.3% |
| Admin fee / account holder | $6,078 | $4,536+34.0% | $5,959+2.0% | $5,306+14.5% |