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 | $219,916 | $132,634+65.8% | $115,768+90.0% | $137,256+60.2% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.4%+2.5pp | 80.0%-3.0pp |
| Annual return | 9.48% | 160.70%-151.2pp | 100.46%-91.0pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,964 | $5,619+59.5% | $4,917+82.3% | $6,407+39.9% |
| Admin fee / account holder | $99,726 | $15,028+563.6% | $12,439+701.7% | $12,270+712.8% |