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 | $53,600 | $80,968-33.8% | $96,544-44.5% | $75,163-28.7% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 9.28% | 27.06%-17.8pp | 25.84%-16.6pp | 160.62%-151.3pp |
| Employer contribution / active EE | $318 | $2,282-86.1% | $2,965-89.3% | $2,670-88.1% |
| Participant deferral / active EE | $3,249 | $3,928-17.3% | $4,851-33.0% | $4,125-21.2% |
| Admin fee / account holder | $1,797 | $6,724-73.3% | $8,252-78.2% | $5,651-68.2% |