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 | $43,481 | $30,732+41.5% | $59,496-26.9% | $59,632-27.1% |
| Participation rate | 88.6% | 43.2%+45.4pp | 54.6%+34.0pp | 68.7%+19.9pp |
| Annual return | -4.97% | 4.47%-9.4pp | 182.05%-187.0pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,328 | $1,183+265.9% | $1,829+136.6% | $3,192+35.6% |
| Admin fee / account holder | $5,186 | $2,136+142.8% | $2,232+132.3% | $4,297+20.7% |