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 | $20,441 | $45,073-54.6% | $69,455-70.6% | $72,985-72.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.11% | 22.65%-17.5pp | 28.97%-23.9pp | 81.00%-75.9pp |
| Employer contribution / active EE | $58 | $2,054-97.2% | $2,779-97.9% | $2,440-97.6% |
| Participant deferral / active EE | $831 | $2,602-68.1% | $3,535-76.5% | $3,607-77.0% |
| Admin fee / account holder | $4,442 | $3,056+45.4% | $3,839+15.7% | $5,124-13.3% |