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 | $22,731 | $59,101-61.5% | $77,163-70.5% | $75,163-69.8% |
| Participation rate | 80.5% | 63.9%+16.6pp | 69.6%+10.9pp | 67.2%+13.3pp |
| Annual return | 10.22% | 26.71%-16.5pp | 37.87%-27.7pp | 160.62%-150.4pp |
| Employer contribution / active EE | $122 | $1,995-93.9% | $2,535-95.2% | $2,670-95.4% |
| Participant deferral / active EE | $1,369 | $2,999-54.4% | $3,833-64.3% | $4,125-66.8% |
| Admin fee / account holder | $9,406 | $4,774+97.0% | $5,472+71.9% | $5,651+66.4% |