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 | $26,672 | $48,076-44.5% | $78,689-66.1% | $62,891-57.6% |
| Participation rate | 70.3% | 65.2%+5.1pp | 73.6%-3.3pp | 69.3%+1.0pp |
| Annual return | 3.04% | 31.35%-28.3pp | 62.18%-59.1pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,730 | $2,588+5.5% | $3,517-22.4% | $3,203-14.8% |
| Admin fee / account holder | $9,774 | $3,207+204.7% | $4,510+116.7% | $4,296+127.5% |