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 | $14,545 | $57,541-74.7% | $95,745-84.8% | $75,163-80.6% |
| Participation rate | 93.9% | 62.5%+31.4pp | 72.3%+21.7pp | 67.2%+26.7pp |
| Annual return | 13.03% | 34.93%-21.9pp | 28.35%-15.3pp | 160.62%-147.6pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,259 | $3,074+6.0% | $4,245-23.2% | $4,125-21.0% |
| Admin fee / account holder | $650 | $4,099-84.1% | $5,678-88.5% | $5,651-88.5% |