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 | $28,659 | $49,227-41.8% | $70,449-59.3% | $79,858-64.1% |
| Participation rate | 76.0% | 69.2%+6.8pp | 75.1%+0.9pp | 69.6%+6.4pp |
| Annual return | 1.39% | 30.06%-28.7pp | 109.03%-107.6pp | 31.71%-30.3pp |
| Employer contribution / active EE | $293 | $2,099-86.1% | $2,737-89.3% | $2,471-88.2% |
| Participant deferral / active EE | $2,365 | $2,768-14.5% | $3,709-36.2% | $3,740-36.8% |
| Admin fee / account holder | $29,064 | $2,878+909.9% | $3,845+655.9% | $5,306+447.7% |