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 4-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 | $62,345 | $76,552-18.6% | $123,892-49.7% | $62,891-0.9% |
| Participation rate | 96.9% | 73.0%+23.9pp | 81.4%+15.5pp | 69.3%+27.6pp |
| Annual return | 5.28% | 18.68%-13.4pp | 47.52%-42.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,145 | $4,840-14.4% | $5,984-30.7% | $3,203+29.4% |
| Admin fee / account holder | $10,248 | $4,826+112.4% | $8,357+22.6% | $4,296+138.6% |