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 4-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 | $22,441 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.20% | 70.24%-61.0pp | 62.55%-53.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $294 | $4,961-94.1% | $4,693-93.7% | $4,299-93.2% |
| Participant deferral / active EE | $11,909 | $8,310+43.3% | $7,997+48.9% | $6,507+83.0% |
| Admin fee / account holder | $23,755 | $14,846+60.0% | $13,435+76.8% | $12,624+88.2% |