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 | $50,785 | $158,398-67.9% | $126,539-59.9% | $142,382-64.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 9.03% | 593.76%-584.7pp | 425.95%-416.9pp | 217.08%-208.0pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,530 | $4,767-67.9% | $4,083-62.5% | $6,507-76.5% |
| Admin fee / account holder | $24,277 | $6,918+250.9% | $6,065+300.3% | $12,624+92.3% |