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 | $19,847 | $60,022-66.9% | $88,946-77.7% | $84,808-76.6% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 9.53% | 22.43%-12.9pp | 57.82%-48.3pp | 40.90%-31.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,550 | $3,114-50.2% | $4,581-66.2% | $4,212-63.2% |
| Admin fee / account holder | $14,076 | $4,811+192.6% | $8,261+70.4% | $7,344+91.7% |