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 9-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 | $16,212 | $91,190-82.2% | $178,490-90.9% | $79,858-79.7% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 8.85% | 24.19%-15.3pp | 151.07%-142.2pp | 31.71%-22.9pp |
| Employer contribution / active EE | $310 | $3,256-90.5% | $5,011-93.8% | $2,471-87.4% |
| Participant deferral / active EE | $1,253 | $3,236-61.3% | $5,202-75.9% | $3,740-66.5% |
| Admin fee / account holder | $1,092 | $6,751-83.8% | $13,984-92.2% | $5,306-79.4% |