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 | $25,956 | $43,075-39.7% | $74,583-65.2% | $62,891-58.7% |
| Participation rate | 73.1% | 58.1%+15.0pp | 68.1%+5.0pp | 69.3%+3.8pp |
| Annual return | 2.82% | 17.50%-14.7pp | 20.47%-17.6pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,180 | $2,389-50.6% | $3,458-65.9% | $3,203-63.2% |
| Admin fee / account holder | $1,840 | $2,840-35.2% | $4,138-55.5% | $4,296-57.2% |