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 | $18,952 | $84,233-77.5% | $170,442-88.9% | $70,131-73.0% |
| Participation rate | 91.7% | 70.8%+20.8pp | 83.6%+8.1pp | 69.5%+22.1pp |
| Annual return | 4.30% | 23.06%-18.8pp | 205.93%-201.6pp | 73.14%-68.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,260 | $3,086-59.2% | $4,939-74.5% | $3,332-62.2% |
| Admin fee / account holder | $2,999 | $5,698-47.4% | $13,880-78.4% | $4,645-35.4% |