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 | $21,544 | $64,480-66.6% | $81,382-73.5% | $80,856-73.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 8.80% | 16.34%-7.5pp | 24.73%-15.9pp | 35.59%-26.8pp |
| Employer contribution / active EE | $376 | $1,978-81.0% | $2,463-84.7% | $2,755-86.4% |
| Participant deferral / active EE | $2,891 | $3,094-6.5% | $3,883-25.5% | $4,296-32.7% |
| Admin fee / account holder | $1,743 | $5,671-69.3% | $5,768-69.8% | $6,918-74.8% |