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 7-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 | $127,115 | $157,256-19.2% | $141,162-10.0% | $152,861-16.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.98% | 64.32%-55.3pp | 71.39%-62.4pp | 345.32%-336.3pp |
| Employer contribution / active EE | $157 | $5,261-97.0% | $4,735-96.7% | $4,762-96.7% |
| Participant deferral / active EE | $2,570 | $7,109-63.9% | $6,709-61.7% | $5,850-56.1% |
| Admin fee / account holder | $425 | $12,120-96.5% | $10,261-95.9% | $11,596-96.3% |