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 | $103,185 | $210,648-51.0% | $177,989-42.0% | $145,922-29.3% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 6.40% | 385.86%-379.5pp | 294.48%-288.1pp | 561.29%-554.9pp |
| Employer contribution / active EE | $191 | $4,565-95.8% | $3,949-95.2% | $4,660-95.9% |
| Participant deferral / active EE | $8,560 | $6,958+23.0% | $6,276+36.4% | $6,688+28.0% |
| Admin fee / account holder | $1,231 | $12,013-89.8% | $10,363-88.1% | $13,397-90.8% |