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 | $21,827 | $47,944-54.5% | $67,834-67.8% | $62,891-65.3% |
| Participation rate | 98.2% | 61.1%+37.1pp | 68.8%+29.4pp | 69.3%+28.9pp |
| Annual return | 4.34% | 11.77%-7.4pp | 138.47%-134.1pp | 20.14%-15.8pp |
| Employer contribution / active EE | $105 | $1,562-93.2% | $2,403-95.6% | $2,281-95.4% |
| Participant deferral / active EE | $3,132 | $2,247+39.4% | $3,160-0.9% | $3,203-2.2% |
| Admin fee / account holder | $2,395 | $3,712-35.5% | $4,622-48.2% | $4,296-44.2% |