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 4-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 | $1,782 | $30,400-94.1% | $53,898-96.7% | $84,808-97.9% |
| Participation rate | 83.8% | 46.4%+37.3pp | 55.0%+28.8pp | 68.3%+15.5pp |
| Annual return | 9.25% | 500.19%-490.9pp | 528.60%-519.4pp | 40.90%-31.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $543 | $1,199-54.7% | $1,826-70.3% | $4,212-87.1% |
| Admin fee / account holder | $1,492 | $1,993-25.1% | $2,491-40.1% | $7,344-79.7% |