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 | $17,877 | $91,190-80.4% | $178,490-90.0% | $79,858-77.6% |
| Participation rate | 77.2% | 69.2%+8.0pp | 81.9%-4.7pp | 69.6%+7.6pp |
| Annual return | 4.14% | 24.19%-20.0pp | 151.07%-146.9pp | 31.71%-27.6pp |
| Employer contribution / active EE | $340 | $3,256-89.6% | $5,011-93.2% | $2,471-86.3% |
| Participant deferral / active EE | $1,019 | $3,236-68.5% | $5,202-80.4% | $3,740-72.8% |
| Admin fee / account holder | $1,075 | $6,751-84.1% | $13,984-92.3% | $5,306-79.7% |