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 | $197,868 | $91,552+116.1% | $133,956+47.7% | $79,858+147.8% |
| Participation rate | 89.2% | 73.3%+15.8pp | 79.8%+9.4pp | 69.6%+19.6pp |
| Annual return | -5.64% | 61.85%-67.5pp | 45.09%-50.7pp | 31.71%-37.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,771 | $3,733+1.0% | $5,048-25.3% | $3,740+0.8% |
| Admin fee / account holder | $2,107 | $6,321-66.7% | $8,927-76.4% | $5,306-60.3% |