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 | $144,374 | $157,256-8.2% | $141,162+2.3% | $152,861-5.6% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 2.66% | 64.32%-61.7pp | 71.39%-68.7pp | 345.32%-342.7pp |
| Employer contribution / active EE | $198 | $5,261-96.2% | $4,735-95.8% | $4,762-95.8% |
| Participant deferral / active EE | $3,951 | $7,109-44.4% | $6,709-41.1% | $5,850-32.5% |
| Admin fee / account holder | $4,345 | $12,120-64.2% | $10,261-57.7% | $11,596-62.5% |