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 | $94,352 | $135,952-30.6% | $123,892-23.8% | $273,961-65.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.22% | 56.63%-59.8pp | 47.52%-50.7pp | 41.45%-44.7pp |
| Employer contribution / active EE | $277 | $5,170-94.7% | $4,617-94.0% | $4,869-94.3% |
| Participant deferral / active EE | $3,603 | $6,343-43.2% | $5,984-39.8% | $5,287-31.9% |
| Admin fee / account holder | $984 | $9,817-90.0% | $8,357-88.2% | $10,132-90.3% |