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 | $54,992 | $69,977-21.4% | $108,579-49.4% | $62,891-12.6% |
| Participation rate | 77.4% | 72.9%+4.5pp | 79.6%-2.1pp | 69.3%+8.1pp |
| Annual return | -0.03% | 10.73%-10.8pp | -51.70%+51.7pp | 20.14%-20.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,139 | $3,165-32.4% | $4,311-50.4% | $3,203-33.2% |
| Admin fee / account holder | $3,621 | $5,076-28.7% | $7,645-52.6% | $4,296-15.7% |