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 | $43,243 | $73,981-41.5% | $105,722-59.1% | $62,891-31.2% |
| Participation rate | 71.8% | 71.7%+0.1pp | 78.9%-7.1pp | 69.3%+2.5pp |
| Annual return | -1.67% | 17.60%-19.3pp | 12.25%-13.9pp | 20.14%-21.8pp |
| Employer contribution / active EE | $389 | $2,856-86.4% | $4,079-90.5% | $2,281-82.9% |
| Participant deferral / active EE | $2,181 | $4,038-46.0% | $5,326-59.0% | $3,203-31.9% |
| Admin fee / account holder | $5,974 | $5,9760% | $8,308-28.1% | $4,296+39.1% |