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 4-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 | $36,681 | $95,803-61.7% | $113,168-67.6% | $84,808-56.7% |
| Participation rate | 78.1% | 72.9%+5.3pp | 76.6%+1.6pp | 68.3%+9.8pp |
| Annual return | 2.15% | 25.00%-22.9pp | 24.27%-22.1pp | 40.90%-38.8pp |
| Employer contribution / active EE | $446 | $2,360-81.1% | $2,975-85.0% | $2,631-83.1% |
| Participant deferral / active EE | $5,858 | $4,242+38.1% | $5,107+14.7% | $4,212+39.1% |
| Admin fee / account holder | $41,422 | $8,989+360.8% | $12,068+243.3% | $7,344+464.0% |