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 | $24,060 | $84,233-71.4% | $170,442-85.9% | $70,131-65.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.48% | 23.06%-15.6pp | 205.93%-198.4pp | 73.14%-65.7pp |
| Employer contribution / active EE | $311 | $3,387-90.8% | $5,433-94.3% | $2,342-86.7% |
| Participant deferral / active EE | $2,131 | $3,086-30.9% | $4,939-56.9% | $3,332-36.0% |
| Admin fee / account holder | $411 | $5,698-92.8% | $13,880-97.0% | $4,645-91.2% |