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 | $17,020 | $81,248-79.1% | $155,509-89.1% | $80,856-79.0% |
| Participation rate | 82.7% | 66.2%+16.5pp | 78.2%+4.5pp | 67.6%+15.1pp |
| Annual return | 8.87% | 33.31%-24.4pp | 64.67%-55.8pp | 35.59%-26.7pp |
| Employer contribution / active EE | $345 | $3,100-88.9% | $4,672-92.6% | $2,755-87.5% |
| Participant deferral / active EE | $1,822 | $3,452-47.2% | $5,626-67.6% | $4,296-57.6% |
| Admin fee / account holder | $825 | $7,997-89.7% | $15,912-94.8% | $6,918-88.1% |