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 4-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 | $146,356 | $209,336-30.1% | $197,124-25.8% | $137,256+6.6% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 11.20% | 48.09%-36.9pp | 44.34%-33.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $48 | $6,591-99.3% | $6,227-99.2% | $4,156-98.8% |
| Participant deferral / active EE | $8,313 | $9,614-13.5% | $9,135-9.0% | $6,407+29.8% |
| Admin fee / account holder | $27,392 | $17,308+58.3% | $16,298+68.1% | $12,270+123.2% |