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 8-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 | $4,969 | $72,071-93.1% | $68,368-92.7% | $137,256-96.4% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 12.29% | 353.14%-340.9pp | 292.57%-280.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $939 | $4,410-78.7% | $4,123-77.2% | $6,407-85.3% |
| Admin fee / account holder | $315 | $5,336-94.1% | $5,150-93.9% | $12,270-97.4% |