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 | $25,370 | $80,717-68.6% | $154,803-83.6% | $84,808-70.1% |
| Participation rate | 89.8% | 66.8%+23.0pp | 78.1%+11.7pp | 68.3%+21.5pp |
| Annual return | 7.99% | 37.96%-30.0pp | 58.88%-50.9pp | 40.90%-32.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,474 | $3,303-55.4% | $5,540-73.4% | $4,212-65.0% |
| Admin fee / account holder | $538 | $6,746-92.0% | $14,329-96.2% | $7,344-92.7% |