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 | $25,235 | $115,770-78.2% | $101,248-75.1% | $158,922-84.1% |
| Participation rate | 78.9% | 79.4%-0.4pp | 75.8%+3.1pp | 82.0%-3.0pp |
| Annual return | 3.51% | 56.14%-52.6pp | 46.47%-43.0pp | 302.83%-299.3pp |
| Employer contribution / active EE | $713 | $4,175-82.9% | $3,660-80.5% | $4,761-85.0% |
| Participant deferral / active EE | $2,984 | $4,957-39.8% | $4,370-31.7% | $5,982-50.1% |
| Admin fee / account holder | $10,402 | $7,245+43.6% | $5,945+75.0% | $11,246-7.5% |