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 | $13,895 | $43,327-67.9% | $59,878-76.8% | $64,186-78.4% |
| Participation rate | 97.4% | 69.2%+28.2pp | 74.7%+22.7pp | 69.6%+27.8pp |
| Annual return | -8.49% | -1.55%-6.9pp | 3.46%-11.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,171 | $2,546-54.0% | $3,402-65.6% | $3,470-66.2% |
| Admin fee / account holder | $484 | $3,005-83.9% | $3,590-86.5% | $4,888-90.1% |