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 | $16,646 | $85,202-80.5% | $172,739-90.4% | $72,985-77.2% |
| Participation rate | 82.7% | 70.1%+12.6pp | 82.6%0pp | 69.5%+13.2pp |
| Annual return | 5.30% | 27.32%-22.0pp | 802.84%-797.5pp | 81.00%-75.7pp |
| Employer contribution / active EE | $375 | $3,324-88.7% | $5,143-92.7% | $2,440-84.6% |
| Participant deferral / active EE | $1,382 | $3,260-57.6% | $5,198-73.4% | $3,607-61.7% |
| Admin fee / account holder | $1,927 | $5,884-67.2% | $13,954-86.2% | $5,124-62.4% |