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 | $62,055 | $62,586-0.8% | $76,768-19.2% | $64,186-3.3% |
| Participation rate | 73.7% | 72.8%+0.9pp | 77.0%-3.3pp | 69.6%+4.1pp |
| Annual return | -7.95% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $333 | $1,832-81.8% | $2,485-86.6% | $2,381-86.0% |
| Participant deferral / active EE | $2,425 | $3,145-22.9% | $3,852-37.0% | $3,470-30.1% |
| Admin fee / account holder | $6,964 | $4,667+49.2% | $6,675+4.3% | $4,888+42.5% |