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 7-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 | $24,500 | $111,814-78.1% | $93,654-73.8% | $145,959-83.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.40% | 203.30%-197.9pp | 133.34%-127.9pp | 561.95%-556.5pp |
| Employer contribution / active EE | $527 | $3,092-83.0% | $2,421-78.2% | $4,661-88.7% |
| Participant deferral / active EE | $2,720 | $4,914-44.6% | $4,413-38.4% | $6,689-59.3% |
| Admin fee / account holder | $2,107 | $10,246-79.4% | $8,282-74.6% | $13,398-84.3% |