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 | $29,370 | $114,381-74.3% | $107,525-72.7% | $142,382-79.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.17% | 242.71%-238.5pp | 181.32%-177.1pp | 217.08%-212.9pp |
| Employer contribution / active EE | $402 | $4,015-90.0% | $3,754-89.3% | $4,299-90.6% |
| Participant deferral / active EE | $4,776 | $5,564-14.2% | $5,116-6.6% | $6,507-26.6% |
| Admin fee / account holder | $818 | $9,860-91.7% | $8,919-90.8% | $12,624-93.5% |