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 | $13,902 | $45,073-69.2% | $69,455-80.0% | $72,985-81.0% |
| Participation rate | 82.8% | 68.5%+14.3pp | 74.6%+8.1pp | 69.5%+13.3pp |
| Annual return | -0.47% | 22.65%-23.1pp | 28.97%-29.4pp | 81.00%-81.5pp |
| Employer contribution / active EE | $223 | $2,054-89.1% | $2,779-92.0% | $2,440-90.8% |
| Participant deferral / active EE | $1,345 | $2,602-48.3% | $3,535-62.0% | $3,607-62.7% |
| Admin fee / account holder | $1,396 | $3,056-54.3% | $3,839-63.6% | $5,124-72.8% |