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 | $25,989 | $58,512-55.6% | $84,015-69.1% | $72,985-64.4% |
| Participation rate | 81.0% | 61.2%+19.7pp | 69.0%+11.9pp | 69.5%+11.5pp |
| Annual return | 12.71% | 28.93%-16.2pp | 71.31%-58.6pp | 81.00%-68.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,817 | $2,394+17.7% | $3,239-13.0% | $3,607-21.9% |
| Admin fee / account holder | $1,426 | $4,569-68.8% | $6,101-76.6% | $5,124-72.2% |