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 | $16,476 | $29,319-43.8% | $52,425-68.6% | $82,448-80.0% |
| Participation rate | 82.1% | 46.9%+35.3pp | 55.6%+26.5pp | 68.1%+14.1pp |
| Annual return | 13.31% | 535.20%-521.9pp | 302.12%-288.8pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,369 | $1,171+16.9% | $1,790-23.5% | $4,139-66.9% |
| Admin fee / account holder | $5,368 | $1,962+173.6% | $2,495+115.1% | $7,234-25.8% |