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 10-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 | $201,978 | $127,386+58.6% | $115,037+75.6% | $125,391+61.1% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -4.39% | 31.28%-35.7pp | 26.14%-30.5pp | 282.22%-286.6pp |
| Employer contribution / active EE | $698 | $5,166-86.5% | $4,608-84.9% | $4,866-85.7% |
| Participant deferral / active EE | $3,508 | $6,423-45.4% | $6,026-41.8% | $5,352-34.5% |
| Admin fee / account holder | $4,379 | $9,516-54.0% | $8,175-46.4% | $9,540-54.1% |