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 | $26,962 | $63,346-57.4% | $92,233-70.8% | $70,131-61.6% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 12.16% | 530.12%-518.0pp | 176.28%-164.1pp | 73.14%-61.0pp |
| Employer contribution / active EE | $349 | $2,471-85.9% | $3,679-90.5% | $2,342-85.1% |
| Participant deferral / active EE | $1,912 | $2,854-33.0% | $3,897-50.9% | $3,332-42.6% |
| Admin fee / account holder | $2,033 | $3,840-47.1% | $5,194-60.9% | $4,645-56.2% |