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 | $14,701 | $58,208-74.7% | $81,812-82.0% | $80,856-81.8% |
| Participation rate | 97.6% | 63.4%+34.1pp | 72.3%+25.2pp | 67.6%+29.9pp |
| Annual return | 2.99% | 41.66%-38.7pp | 773.79%-770.8pp | 35.59%-32.6pp |
| Employer contribution / active EE | $244 | $2,340-89.6% | $2,912-91.6% | $2,755-91.1% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $880 | $4,981-82.3% | $7,386-88.1% | $6,918-87.3% |