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 | $28,930 | $53,822-46.2% | $75,696-61.8% | $85,850-66.3% |
| Participation rate | 90.3% | 69.1%+21.3pp | 74.8%+15.5pp | 69.3%+21.0pp |
| Annual return | 10.26% | 24.54%-14.3pp | 104.53%-94.3pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1 | $2,017-99.9% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $899 | $2,895-69.0% | $3,821-76.5% | $3,952-77.3% |
| Admin fee / account holder | $2,062 | $3,343-38.3% | $3,619-43.0% | $6,260-67.1% |