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 | $52,101 | $64,839-19.6% | $95,585-45.5% | $84,808-38.6% |
| Participation rate | 81.5% | 63.8%+17.7pp | 72.1%+9.4pp | 68.3%+13.2pp |
| Annual return | 8.97% | -670.96%+679.9pp | 38.56%-29.6pp | 40.90%-31.9pp |
| Employer contribution / active EE | $284 | $1,759-83.9% | $2,527-88.8% | $2,631-89.2% |
| Participant deferral / active EE | $2,199 | $2,965-25.8% | $4,023-45.3% | $4,212-47.8% |
| Admin fee / account holder | $27,546 | $5,964+361.8% | $6,127+349.6% | $7,344+275.1% |