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 | $25,683 | $46,553-44.8% | $64,056-59.9% | $75,163-65.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 6.71% | 26.03%-19.3pp | 33.69%-27.0pp | 160.62%-153.9pp |
| Employer contribution / active EE | $184 | $1,974-90.7% | $2,747-93.3% | $2,670-93.1% |
| Participant deferral / active EE | $1,286 | $2,837-54.7% | $3,880-66.9% | $4,125-68.8% |
| Admin fee / account holder | $938 | $2,952-68.2% | $3,068-69.4% | $5,651-83.4% |