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 10-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 | $73,479 | $137,414-46.5% | $189,513-61.2% | $85,850-14.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 0.81% | 38.14%-37.3pp | 555.15%-554.3pp | 318.53%-317.7pp |
| Employer contribution / active EE | $955 | $4,344-78.0% | $6,162-84.5% | $2,565-62.8% |
| Participant deferral / active EE | $3,913 | $6,260-37.5% | $8,221-52.4% | $3,952-1.0% |
| Admin fee / account holder | $16,523 | $8,630+91.5% | $12,045+37.2% | $6,260+164.0% |