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 | $63,703-18.2% | $93,063-44.0% | $82,448-36.8% |
| Participation rate | 81.5% | 63.8%+17.7pp | 72.1%+9.4pp | 68.1%+13.4pp |
| Annual return | 8.97% | -775.43%+784.4pp | 34.15%-25.2pp | 41.64%-32.7pp |
| Employer contribution / active EE | $284 | $1,729-83.6% | $2,476-88.5% | $2,551-88.9% |
| Participant deferral / active EE | $2,199 | $2,919-24.7% | $3,958-44.4% | $4,139-46.9% |
| Admin fee / account holder | $27,546 | $5,982+360.5% | $6,033+356.6% | $7,234+280.8% |