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 | $21,795 | $39,122-44.3% | $57,179-61.9% | $62,891-65.3% |
| Participation rate | 83.3% | 70.5%+12.8pp | 75.3%+8.0pp | 69.3%+14.0pp |
| Annual return | -2.52% | 9.23%-11.8pp | 14.59%-17.1pp | 20.14%-22.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,205 | $2,374-49.2% | $3,096-61.1% | $3,203-62.4% |
| Admin fee / account holder | $6,774 | $2,592+161.4% | $3,139+115.8% | $4,296+57.7% |