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 | $30,377 | $68,719-55.8% | $91,541-66.8% | $84,808-64.2% |
| Participation rate | 76.7% | 64.5%+12.2pp | 69.8%+7.0pp | 68.3%+8.4pp |
| Annual return | 8.77% | 19.12%-10.3pp | 20.50%-11.7pp | 40.90%-32.1pp |
| Employer contribution / active EE | $207 | $1,920-89.2% | $2,505-91.7% | $2,631-92.1% |
| Participant deferral / active EE | $1,680 | $3,136-46.4% | $4,008-58.1% | $4,212-60.1% |
| Admin fee / account holder | $1,174 | $5,786-79.7% | $6,956-83.1% | $7,344-84.0% |