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 | $28,894 | $61,660-53.1% | $80,019-63.9% | $64,186-55.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.79% | -0.33%-7.5pp | 11.22%-19.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $300 | $1,810-83.4% | $2,468-87.8% | $2,381-87.4% |
| Participant deferral / active EE | $2,096 | $2,968-29.4% | $3,686-43.1% | $3,470-39.6% |
| Admin fee / account holder | $1,516 | $5,417-72.0% | $6,521-76.8% | $4,888-69.0% |