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 | $36,057 | $78,422-54.0% | $95,952-62.4% | $79,858-54.8% |
| Participation rate | 70.0% | 73.5%-3.5pp | 77.1%-7.1pp | 69.6%+0.4pp |
| Annual return | -4.52% | 19.37%-23.9pp | 91.61%-96.1pp | 31.71%-36.2pp |
| Employer contribution / active EE | $404 | $1,945-79.2% | $2,541-84.1% | $2,471-83.6% |
| Participant deferral / active EE | $2,643 | $3,440-23.2% | $4,167-36.6% | $3,740-29.3% |
| Admin fee / account holder | $2,000 | $5,622-64.4% | $6,795-70.6% | $5,306-62.3% |