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 | $61,449 | $76,552-19.7% | $123,892-50.4% | $62,891-2.3% |
| Participation rate | 95.3% | 73.0%+22.4pp | 81.4%+13.9pp | 69.3%+26.0pp |
| Annual return | -1.88% | 18.68%-20.6pp | 47.52%-49.4pp | 20.14%-22.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,951 | $4,840+2.3% | $5,984-17.3% | $3,203+54.6% |
| Admin fee / account holder | $3,337 | $4,826-30.9% | $8,357-60.1% | $4,296-22.3% |