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 | $24,114 | $93,571-74.2% | $135,903-82.3% | $75,163-67.9% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 2.57% | 30.90%-28.3pp | 68.23%-65.7pp | 160.62%-158.1pp |
| Employer contribution / active EE | $433 | $3,537-87.8% | $4,856-91.1% | $2,670-83.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $386 | $6,975-94.5% | $10,762-96.4% | $5,651-93.2% |