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 | $74,018 | $72,277+2.4% | $101,248-26.9% | $79,858-7.3% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 0.28% | 22.30%-22.0pp | 46.47%-46.2pp | 31.71%-31.4pp |
| Employer contribution / active EE | $331 | $2,692-87.7% | $3,660-90.9% | $2,471-86.6% |
| Participant deferral / active EE | $2,134 | $3,282-35.0% | $4,370-51.2% | $3,740-42.9% |
| Admin fee / account holder | $19,622 | $4,400+345.9% | $5,945+230.0% | $5,306+269.8% |