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 | $17,284 | $43,075-59.9% | $74,583-76.8% | $62,891-72.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | -0.04% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.2pp |
| Employer contribution / active EE | $23 | $1,498-98.5% | $2,525-99.1% | $2,281-99.0% |
| Participant deferral / active EE | $1,031 | $2,389-56.8% | $3,458-70.2% | $3,203-67.8% |
| Admin fee / account holder | $2,848 | $2,840+0.3% | $4,138-31.2% | $4,296-33.7% |