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 6-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 | $37,766 | $82,664-54.3% | $125,339-69.9% | $68,494-44.9% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -23.24% | -5.97%-17.3pp | 572.05%-595.3pp | -7.84%-15.4pp |
| Employer contribution / active EE | $112 | $3,381-96.7% | $4,814-97.7% | $2,596-95.7% |
| Participant deferral / active EE | $13,100 | $6,110+114.4% | $7,446+75.9% | $4,027+225.3% |
| Admin fee / account holder | $1,667 | $6,275-73.4% | $10,010-83.3% | $5,403-69.2% |