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 | $29,262 | $54,705-46.5% | $71,209-58.9% | $84,808-65.5% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 6.70% | 35.90%-29.2pp | 282.51%-275.8pp | 40.90%-34.2pp |
| Employer contribution / active EE | $31 | $2,158-98.6% | $2,721-98.9% | $2,631-98.8% |
| Participant deferral / active EE | $4,565 | $3,030+50.6% | $4,175+9.3% | $4,212+8.4% |
| Admin fee / account holder | $5,714 | $4,863+17.5% | $5,349+6.8% | $7,344-22.2% |