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 | $3,202 | $30,400-89.5% | $53,898-94.1% | $84,808-96.2% |
| Participation rate | 85.0% | 46.4%+38.6pp | 55.0%+30.0pp | 68.3%+16.7pp |
| Annual return | 10.48% | 500.19%-489.7pp | 528.60%-518.1pp | 40.90%-30.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,651 | $1,199+121.2% | $1,826+45.2% | $4,212-37.1% |
| Admin fee / account holder | $1,963 | $1,993-1.5% | $2,491-21.2% | $7,344-73.3% |