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 | $20,739 | $58,927-64.8% | $76,817-73.0% | $72,985-71.6% |
| Participation rate | 95.9% | 67.3%+28.6pp | 72.1%+23.8pp | 69.5%+26.4pp |
| Annual return | 2.32% | 2305.64%-2303.3pp | 1166.11%-1163.8pp | 81.00%-78.7pp |
| Employer contribution / active EE | $128 | $1,787-92.8% | $2,302-94.4% | $2,440-94.7% |
| Participant deferral / active EE | $1,577 | $2,690-41.4% | $3,336-52.7% | $3,607-56.3% |
| Admin fee / account holder | $2,964 | $4,013-26.1% | $6,420-53.8% | $5,124-42.2% |