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 | $21,688 | $58,512-62.9% | $84,015-74.2% | $72,985-70.3% |
| Participation rate | 72.2% | 61.2%+11.0pp | 69.0%+3.2pp | 69.5%+2.7pp |
| Annual return | 0.74% | 28.93%-28.2pp | 71.31%-70.6pp | 81.00%-80.3pp |
| Employer contribution / active EE | $197 | $1,163-83.1% | $1,983-90.1% | $2,440-91.9% |
| Participant deferral / active EE | $1,273 | $2,394-46.8% | $3,239-60.7% | $3,607-64.7% |
| Admin fee / account holder | $13,800 | $4,569+202.0% | $6,101+126.2% | $5,124+169.3% |