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 | $26,564 | $65,561-59.5% | $86,188-69.2% | $75,163-64.7% |
| Participation rate | 95.6% | 60.5%+35.1pp | 69.0%+26.6pp | 67.2%+28.4pp |
| Annual return | 10.46% | 46.05%-35.6pp | 1168.45%-1158.0pp | 160.62%-150.2pp |
| Employer contribution / active EE | $278 | $1,553-82.1% | $2,380-88.3% | $2,670-89.6% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,250 | $5,474-77.2% | $6,852-81.8% | $5,651-77.9% |