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 | $235,016 | $167,484+40.3% | $151,611+55.0% | $134,475+74.8% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -22.82% | 7.80%-30.6pp | 3.33%-26.2pp | 417.96%-440.8pp |
| Employer contribution / active EE | $397 | $6,829-94.2% | $6,166-93.6% | $4,740-91.6% |
| Participant deferral / active EE | $12,682 | $8,986+41.1% | $8,363+51.6% | $6,400+98.2% |
| Admin fee / account holder | $18,918 | $13,783+37.3% | $11,616+62.9% | $11,426+65.6% |