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 5-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 | $38,802 | $159,901-75.7% | $146,958-73.6% | $145,922-73.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.45% | 98.13%-92.7pp | 418.34%-412.9pp | 561.29%-555.8pp |
| Employer contribution / active EE | $970 | $5,286-81.7% | $4,933-80.3% | $4,660-79.2% |
| Participant deferral / active EE | $7,667 | $8,428-9.0% | $8,070-5.0% | $6,688+14.6% |
| Admin fee / account holder | $738 | $15,044-95.1% | $12,998-94.3% | $13,397-94.5% |