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 | $146,356 | $214,378-31.7% | $200,582-27.0% | $142,382+2.8% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 11.20% | 46.41%-35.2pp | 42.33%-31.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $48 | $6,841-99.3% | $6,419-99.2% | $4,299-98.9% |
| Participant deferral / active EE | $8,313 | $9,865-15.7% | $9,331-10.9% | $6,507+27.7% |
| Admin fee / account holder | $27,392 | $17,692+54.8% | $16,305+68.0% | $12,624+117.0% |