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 | $38,858 | $84,233-53.9% | $170,442-77.2% | $70,131-44.6% |
| Participation rate | 98.5% | 70.8%+27.6pp | 83.6%+14.9pp | 69.5%+28.9pp |
| Annual return | 11.66% | 23.06%-11.4pp | 205.93%-194.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,760 | $3,086-10.6% | $4,939-44.1% | $3,332-17.2% |
| Admin fee / account holder | $1,049 | $5,698-81.6% | $13,880-92.4% | $4,645-77.4% |