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 4-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 | $10,251 | $99,918-89.7% | $81,382-87.4% | $145,922-93.0% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.5%+13.1pp | 80.3%+2.3pp |
| Annual return | 6.27% | 34.32%-28.1pp | 24.73%-18.5pp | 561.29%-555.0pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,837 | $4,605-38.4% | $3,883-26.9% | $6,688-57.6% |
| Admin fee / account holder | $900 | $8,212-89.0% | $5,768-84.4% | $13,397-93.3% |