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 7-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 | $17,314 | $51,175-66.2% | $70,515-75.4% | $75,163-77.0% |
| Participation rate | 73.3% | 60.9%+12.4pp | 68.3%+5.0pp | 67.2%+6.1pp |
| Annual return | 4.98% | 30.02%-25.0pp | 32.77%-27.8pp | 160.62%-155.6pp |
| Employer contribution / active EE | $267 | $1,826-85.4% | $2,973-91.0% | $2,670-90.0% |
| Participant deferral / active EE | $1,509 | $2,849-47.1% | $4,567-67.0% | $4,125-63.4% |
| Admin fee / account holder | $708 | $4,091-82.7% | $6,412-89.0% | $5,651-87.5% |