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 9-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 | $14,460 | $65,685-78.0% | $57,179-74.7% | $273,961-94.7% |
| Participation rate | 95.0% | 78.3%+16.7pp | 75.3%+19.7pp | 83.0%+12.0pp |
| Annual return | -0.63% | 21.99%-22.6pp | 14.59%-15.2pp | 41.45%-42.1pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $837 | $3,782-77.9% | $3,096-73.0% | $5,287-84.2% |
| Admin fee / account holder | $1,335 | $4,835-72.4% | $3,139-57.5% | $10,132-86.8% |