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 | $73,664 | $89,355-17.6% | $141,162-47.8% | $72,985+0.9% |
| Participation rate | 77.4% | 75.1%+2.2pp | 82.5%-5.1pp | 69.5%+7.9pp |
| Annual return | 10.54% | 111.85%-101.3pp | 71.39%-60.9pp | 81.00%-70.5pp |
| Employer contribution / active EE | $10 | $3,114-99.7% | $4,735-99.8% | $2,440-99.6% |
| Participant deferral / active EE | $6,411 | $5,418+18.3% | $6,709-4.4% | $3,607+77.7% |
| Admin fee / account holder | $10,356 | $5,958+73.8% | $10,261+0.9% | $5,124+102.1% |