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 | $11,518 | $102,966-88.8% | $90,281-87.2% | $152,861-92.5% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 0.61% | 95.16%-94.6pp | 78.10%-77.5pp | 345.32%-344.7pp |
| Employer contribution / active EE | $127 | $3,139-96.0% | $2,854-95.6% | $4,762-97.3% |
| Participant deferral / active EE | $957 | $4,281-77.6% | $3,885-75.4% | $5,850-83.6% |
| Admin fee / account holder | $1,680 | $6,171-72.8% | $5,351-68.6% | $11,596-85.5% |