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 9-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 | $215,442 | $162,781+32.4% | $133,956+60.8% | $158,922+35.6% |
| Participation rate | 76.5% | 83.2%-6.8pp | 79.8%-3.4pp | 82.0%-5.5pp |
| Annual return | -3.67% | 41.94%-45.6pp | 45.09%-48.8pp | 302.83%-306.5pp |
| Employer contribution / active EE | $896 | $4,975-82.0% | $3,919-77.1% | $4,761-81.2% |
| Participant deferral / active EE | $2,340 | $5,911-60.4% | $5,048-53.6% | $5,982-60.9% |
| Admin fee / account holder | $27,095 | $11,736+130.9% | $8,927+203.5% | $11,246+140.9% |