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 | $4,644 | $74,888-93.8% | $71,209-93.5% | $142,382-96.7% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 9.67% | 345.14%-335.5pp | 282.51%-272.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $337 | $2,854-88.2% | $2,721-87.6% | $4,299-92.2% |
| Participant deferral / active EE | $895 | $4,454-79.9% | $4,175-78.6% | $6,507-86.2% |
| Admin fee / account holder | $1,072 | $5,568-80.7% | $5,349-80.0% | $12,624-91.5% |