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 | $57,349 | $39,122+46.6% | $57,179+0.3% | $62,891-8.8% |
| Participation rate | 71.6% | 70.5%+1.1pp | 75.3%-3.7pp | 69.3%+2.3pp |
| Annual return | -0.62% | 9.23%-9.9pp | 14.59%-15.2pp | 20.14%-20.8pp |
| Employer contribution / active EE | $334 | $1,874-82.2% | $2,682-87.5% | $2,281-85.4% |
| Participant deferral / active EE | $3,423 | $2,374+44.2% | $3,096+10.6% | $3,203+6.9% |
| Admin fee / account holder | $999 | $2,592-61.5% | $3,139-68.2% | $4,296-76.7% |