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 | $21,559 | $85,202-74.7% | $172,739-87.5% | $72,985-70.5% |
| Participation rate | 88.6% | 70.1%+18.6pp | 82.6%+6.0pp | 69.5%+19.2pp |
| Annual return | 7.42% | 27.32%-19.9pp | 802.84%-795.4pp | 81.00%-73.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,365 | $3,260-58.1% | $5,198-73.7% | $3,607-62.2% |
| Admin fee / account holder | $1,578 | $5,884-73.2% | $13,954-88.7% | $5,124-69.2% |