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 | $16,116 | $53,822-70.1% | $75,696-78.7% | $85,850-81.2% |
| Participation rate | 70.4% | 69.1%+1.3pp | 74.8%-4.5pp | 69.3%+1.1pp |
| Annual return | 9.01% | 24.54%-15.5pp | 104.53%-95.5pp | 318.53%-309.5pp |
| Employer contribution / active EE | $224 | $2,017-88.9% | $2,743-91.8% | $2,565-91.3% |
| Participant deferral / active EE | $1,388 | $2,895-52.1% | $3,821-63.7% | $3,952-64.9% |
| Admin fee / account holder | $1,096 | $3,343-67.2% | $3,619-69.7% | $6,260-82.5% |