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 | $19,593 | $77,634-74.8% | $156,549-87.5% | $62,891-68.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.58% | 50.32%-49.7pp | 32.23%-31.6pp | 20.14%-19.6pp |
| Employer contribution / active EE | $271 | $3,444-92.1% | $5,501-95.1% | $2,281-88.1% |
| Participant deferral / active EE | $1,787 | $3,045-41.3% | $4,871-63.3% | $3,203-44.2% |
| Admin fee / account holder | $2,388 | $5,561-57.1% | $13,027-81.7% | $4,296-44.4% |