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 | $20,014 | $117,841-83.0% | $102,423-80.5% | $145,922-86.3% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 7.34% | 31.65%-24.3pp | 29.32%-22.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $630 | $3,615-82.6% | $3,023-79.2% | $4,660-86.5% |
| Participant deferral / active EE | $2,477 | $5,731-56.8% | $5,053-51.0% | $6,688-63.0% |
| Admin fee / account holder | $15,075 | $13,326+13.1% | $9,451+59.5% | $13,397+12.5% |