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 | $56,335 | $79,944-29.5% | $98,439-42.8% | $75,163-25.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 11.80% | 19.75%-8.0pp | 21.16%-9.4pp | 160.62%-148.8pp |
| Employer contribution / active EE | $264 | $2,264-88.3% | $3,048-91.3% | $2,670-90.1% |
| Participant deferral / active EE | $2,256 | $3,752-39.9% | $4,738-52.4% | $4,125-45.3% |
| Admin fee / account holder | $4,948 | $6,840-27.7% | $8,948-44.7% | $5,651-12.4% |