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 | $10,617 | $81,248-86.9% | $155,509-93.2% | $80,856-86.9% |
| Participation rate | 82.0% | 66.2%+15.7pp | 78.2%+3.8pp | 67.6%+14.3pp |
| Annual return | 9.44% | 33.31%-23.9pp | 64.67%-55.2pp | 35.59%-26.2pp |
| Employer contribution / active EE | $80 | $3,100-97.4% | $4,672-98.3% | $2,755-97.1% |
| Participant deferral / active EE | $1,198 | $3,452-65.3% | $5,626-78.7% | $4,296-72.1% |
| Admin fee / account holder | $364 | $7,997-95.5% | $15,912-97.7% | $6,918-94.7% |