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 3-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 | $9,660 | $114,381-91.6% | $107,525-91.0% | $142,382-93.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.41% | 242.71%-235.3pp | 181.32%-173.9pp | 217.08%-209.7pp |
| Employer contribution / active EE | $813 | $4,015-79.7% | $3,754-78.3% | $4,299-81.1% |
| Participant deferral / active EE | $1,723 | $5,564-69.0% | $5,116-66.3% | $6,507-73.5% |
| Admin fee / account holder | $14,072 | $9,860+42.7% | $8,919+57.8% | $12,624+11.5% |