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 5-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 | $53,780 | $69,977-23.1% | $108,579-50.5% | $62,891-14.5% |
| Participation rate | 74.7% | 72.9%+1.8pp | 79.6%-4.9pp | 69.3%+5.4pp |
| Annual return | 0.42% | 10.73%-10.3pp | -51.70%+52.1pp | 20.14%-19.7pp |
| Employer contribution / active EE | $378 | $2,135-82.3% | $3,758-90.0% | $2,281-83.4% |
| Participant deferral / active EE | $1,992 | $3,165-37.0% | $4,311-53.8% | $3,203-37.8% |
| Admin fee / account holder | $10,769 | $5,076+112.1% | $7,645+40.9% | $4,296+150.7% |