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 | $187,443 | $138,044+35.8% | $125,339+49.5% | $134,475+39.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.77% | 750.33%-771.1pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $914 | $5,243-82.6% | $4,814-81.0% | $4,740-80.7% |
| Participant deferral / active EE | $3,669 | $7,799-53.0% | $7,446-50.7% | $6,400-42.7% |
| Admin fee / account holder | $37,850 | $11,571+227.1% | $10,010+278.1% | $11,426+231.3% |