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 | $26,656 | $60,124-55.7% | $90,404-70.5% | $79,858-66.6% |
| Participation rate | 90.6% | 65.0%+25.6pp | 72.7%+17.9pp | 69.6%+21.0pp |
| Annual return | 3.28% | 71.94%-68.7pp | 1293.02%-1289.7pp | 31.71%-28.4pp |
| Employer contribution / active EE | -$232 | $2,068-111.2% | $3,262-107.1% | $2,471-109.4% |
| Participant deferral / active EE | $933 | $2,938-68.2% | $3,963-76.5% | $3,740-75.1% |
| Admin fee / account holder | $423 | $3,976-89.4% | $5,611-92.5% | $5,306-92.0% |