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 | $37,037 | $114,381-67.6% | $107,525-65.6% | $142,382-74.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.14% | 242.71%-238.6pp | 181.32%-177.2pp | 217.08%-212.9pp |
| Employer contribution / active EE | $496 | $4,015-87.6% | $3,754-86.8% | $4,299-88.5% |
| Participant deferral / active EE | $6,000 | $5,564+7.8% | $5,116+17.3% | $6,507-7.8% |
| Admin fee / account holder | $6,802 | $9,860-31.0% | $8,919-23.7% | $12,624-46.1% |