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 5-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 | $4,100 | $30,400-86.5% | $53,898-92.4% | $84,808-95.2% |
| Participation rate | 76.3% | 46.4%+29.9pp | 55.0%+21.4pp | 68.3%+8.0pp |
| Annual return | 10.08% | 500.19%-490.1pp | 528.60%-518.5pp | 40.90%-30.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $391 | $1,199-67.4% | $1,826-78.6% | $4,212-90.7% |
| Admin fee / account holder | $1,150 | $1,993-42.3% | $2,491-53.8% | $7,344-84.3% |