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 | $22,754 | $112,881-79.8% | $90,951-75.0% | $158,922-85.7% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 0.17% | 215.79%-215.6pp | 134.60%-134.4pp | 302.83%-302.7pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,627 | $4,128-60.6% | $3,373-51.8% | $5,982-72.8% |
| Admin fee / account holder | $750 | $8,041-90.7% | $5,959-87.4% | $11,246-93.3% |