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 | $15,920 | $58,927-73.0% | $76,817-79.3% | $72,985-78.2% |
| Participation rate | 83.1% | 67.3%+15.8pp | 72.1%+11.0pp | 69.5%+13.6pp |
| Annual return | 13.30% | 2305.64%-2292.3pp | 1166.11%-1152.8pp | 81.00%-67.7pp |
| Employer contribution / active EE | $203 | $1,787-88.6% | $2,302-91.2% | $2,440-91.7% |
| Participant deferral / active EE | $1,661 | $2,690-38.3% | $3,336-50.2% | $3,607-54.0% |
| Admin fee / account holder | $2,241 | $4,013-44.2% | $6,420-65.1% | $5,124-56.3% |