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 | $214,695 | $167,484+28.2% | $151,611+41.6% | $134,475+59.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -25.50% | 7.80%-33.3pp | 3.33%-28.8pp | 417.96%-443.5pp |
| Employer contribution / active EE | $1,113 | $6,829-83.7% | $6,166-81.9% | $4,740-76.5% |
| Participant deferral / active EE | $8,492 | $8,986-5.5% | $8,363+1.5% | $6,400+32.7% |
| Admin fee / account holder | $5,089 | $13,783-63.1% | $11,616-56.2% | $11,426-55.5% |