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 | $23,180 | $89,753-74.2% | $107,525-78.4% | $84,808-72.7% |
| Participation rate | 82.5% | 68.1%+14.4pp | 75.1%+7.4pp | 68.3%+14.2pp |
| Annual return | 12.00% | 29.48%-17.5pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $318 | $3,113-89.8% | $3,754-91.5% | $2,631-87.9% |
| Participant deferral / active EE | $2,494 | $4,056-38.5% | $5,116-51.3% | $4,212-40.8% |
| Admin fee / account holder | $872 | $7,222-87.9% | $8,919-90.2% | $7,344-88.1% |