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 | $24,177 | $53,822-55.1% | $75,696-68.1% | $85,850-71.8% |
| Participation rate | 83.8% | 69.1%+14.8pp | 74.8%+9.0pp | 69.3%+14.5pp |
| Annual return | 12.48% | 24.54%-12.1pp | 104.53%-92.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $310 | $2,017-84.6% | $2,743-88.7% | $2,565-87.9% |
| Participant deferral / active EE | $1,220 | $2,895-57.9% | $3,821-68.1% | $3,952-69.1% |
| Admin fee / account holder | $5,953 | $3,343+78.1% | $3,619+64.5% | $6,260-4.9% |