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 | $51,553 | $65,041-20.7% | $90,951-43.3% | $79,858-35.4% |
| Participation rate | 75.5% | 61.6%+13.9pp | 69.0%+6.5pp | 69.6%+5.9pp |
| Annual return | 4.46% | 30.45%-26.0pp | 134.60%-130.1pp | 31.71%-27.3pp |
| Employer contribution / active EE | $204 | $1,247-83.6% | $2,122-90.4% | $2,471-91.7% |
| Participant deferral / active EE | $1,867 | $2,512-25.7% | $3,373-44.6% | $3,740-50.1% |
| Admin fee / account holder | $6,379 | $4,536+40.6% | $5,959+7.1% | $5,306+20.2% |