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 10-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 | $23,781 | $150,187-84.2% | $120,354-80.2% | $145,922-83.7% |
| Participation rate | 82.4% | 78.8%+3.6pp | 71.9%+10.4pp | 80.3%+2.1pp |
| Annual return | 3.36% | 154.07%-150.7pp | 107.15%-103.8pp | 561.29%-557.9pp |
| Employer contribution / active EE | $774 | $4,348-82.2% | $3,463-77.6% | $4,660-83.4% |
| Participant deferral / active EE | $2,138 | $6,173-65.4% | $4,991-57.2% | $6,688-68.0% |
| Admin fee / account holder | $1,060 | $12,207-91.3% | $9,423-88.8% | $13,397-92.1% |