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 5-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 | $35,068 | $74,888-53.2% | $71,209-50.8% | $142,382-75.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.63% | 345.14%-335.5pp | 282.51%-272.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $281 | $2,854-90.1% | $2,721-89.7% | $4,299-93.5% |
| Participant deferral / active EE | $11,360 | $4,454+155.0% | $4,175+172.1% | $6,507+74.6% |
| Admin fee / account holder | $19,506 | $5,568+250.3% | $5,349+264.7% | $12,624+54.5% |