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 | $19,710 | $53,127-62.9% | $86,590-77.2% | $70,131-71.9% |
| Participation rate | 75.8% | 65.3%+10.5pp | 73.5%+2.3pp | 69.5%+6.3pp |
| Annual return | 12.31% | 27.66%-15.4pp | 964.84%-952.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,400 | $2,696-48.1% | $3,609-61.2% | $3,332-58.0% |
| Admin fee / account holder | $5,297 | $3,585+47.7% | $4,906+8.0% | $4,645+14.0% |