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 3-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 | $11,913 | $114,381-89.6% | $107,525-88.9% | $142,382-91.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 4.66% | 242.71%-238.1pp | 181.32%-176.7pp | 217.08%-212.4pp |
| Employer contribution / active EE | $565 | $4,015-85.9% | $3,754-84.9% | $4,299-86.8% |
| Participant deferral / active EE | $2,280 | $5,564-59.0% | $5,116-55.4% | $6,507-65.0% |
| Admin fee / account holder | $1,131 | $9,860-88.5% | $8,919-87.3% | $12,624-91.0% |