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 | $10,293 | $48,230-78.7% | $67,502-84.8% | $80,856-87.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 9.10% | 18.28%-9.2pp | 3512.12%-3503.0pp | 35.59%-26.5pp |
| Employer contribution / active EE | $292 | $2,020-85.5% | $2,731-89.3% | $2,755-89.4% |
| Participant deferral / active EE | $880 | $2,924-69.9% | $4,000-78.0% | $4,296-79.5% |
| Admin fee / account holder | $413 | $3,681-88.8% | $3,998-89.7% | $6,918-94.0% |