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 | $21,696 | $76,552-71.7% | $123,892-82.5% | $62,891-65.5% |
| Participation rate | 73.1% | 73.0%+0.1pp | 81.4%-8.3pp | 69.3%+3.8pp |
| Annual return | 0.99% | 18.68%-17.7pp | 47.52%-46.5pp | 20.14%-19.1pp |
| Employer contribution / active EE | $366 | $2,883-87.3% | $4,617-92.1% | $2,281-84.0% |
| Participant deferral / active EE | $3,749 | $4,840-22.5% | $5,984-37.4% | $3,203+17.0% |
| Admin fee / account holder | $8,025 | $4,826+66.3% | $8,357-4.0% | $4,296+86.8% |