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 | $67,452 | $58,828+14.7% | $77,999-13.5% | $62,891+7.3% |
| Participation rate | 79.5% | 71.1%+8.4pp | 75.5%+4.0pp | 69.3%+10.2pp |
| Annual return | -2.92% | 17.16%-20.1pp | 425.96%-428.9pp | 20.14%-23.1pp |
| Employer contribution / active EE | $256 | $1,672-84.7% | $2,470-89.6% | $2,281-88.8% |
| Participant deferral / active EE | $2,612 | $2,686-2.7% | $3,497-25.3% | $3,203-18.5% |
| Admin fee / account holder | $5,771 | $4,393+31.4% | $5,480+5.3% | $4,296+34.3% |