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 9-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 | $40,127 | $88,707-54.8% | $74,183-45.9% | $273,961-85.4% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.6%+17.8pp | 83.0%+11.4pp |
| Annual return | -2.69% | 11.94%-14.6pp | 17.74%-20.4pp | 41.45%-44.1pp |
| Employer contribution / active EE | $281 | $3,159-91.1% | $2,370-88.2% | $4,869-94.2% |
| Participant deferral / active EE | $1,839 | $4,212-56.3% | $3,550-48.2% | $5,287-65.2% |
| Admin fee / account holder | $1,932 | $8,717-77.8% | $5,586-65.4% | $10,132-80.9% |