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 6-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 | $37,902 | $98,750-61.6% | $149,696-74.7% | $79,858-52.5% |
| Participation rate | 88.3% | 75.8%+12.6pp | 82.5%+5.9pp | 69.6%+18.7pp |
| Annual return | 9.27% | 27.43%-18.2pp | 276.60%-267.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $9 | $3,216-99.7% | $4,644-99.8% | $2,471-99.6% |
| Participant deferral / active EE | $8,008 | $5,680+41.0% | $6,842+17.0% | $3,740+114.1% |
| Admin fee / account holder | $2,891 | $6,053-52.2% | $9,309-68.9% | $5,306-45.5% |