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 7-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 | $17,789 | $49,227-63.9% | $70,449-74.7% | $79,858-77.7% |
| Participation rate | 98.3% | 69.2%+29.2pp | 75.1%+23.3pp | 69.6%+28.7pp |
| Annual return | 1.59% | 30.06%-28.5pp | 109.03%-107.4pp | 31.71%-30.1pp |
| Employer contribution / active EE | $345 | $2,099-83.6% | $2,737-87.4% | $2,471-86.0% |
| Participant deferral / active EE | $1,356 | $2,768-51.0% | $3,709-63.4% | $3,740-63.7% |
| Admin fee / account holder | $1,819 | $2,878-36.8% | $3,845-52.7% | $5,306-65.7% |