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 | $33,764 | $91,538-63.1% | $129,995-74.0% | $75,163-55.1% |
| Participation rate | 81.5% | 71.4%+10.0pp | 78.5%+3.0pp | 67.2%+14.3pp |
| Annual return | 11.83% | -631.11%+642.9pp | -137.18%+149.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $451 | $2,845-84.1% | $4,320-89.6% | $2,670-83.1% |
| Participant deferral / active EE | $1,988 | $4,341-54.2% | $5,820-65.8% | $4,125-51.8% |
| Admin fee / account holder | $1,890 | $6,790-72.2% | $10,614-82.2% | $5,651-66.6% |