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 | $6,429 | $29,660-78.3% | $56,411-88.6% | $80,856-92.0% |
| Participation rate | 71.4% | 41.6%+29.8pp | 52.5%+19.0pp | 67.6%+3.8pp |
| Annual return | 9.28% | 35.23%-25.9pp | 1701.33%-1692.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $536 | $1,226-56.3% | $1,952-72.6% | $4,296-87.5% |
| Admin fee / account holder | $1,678 | $2,428-30.9% | $2,829-40.7% | $6,918-75.7% |