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 | $78,223 | $167,307-53.2% | $143,757-45.6% | $134,475-41.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.64% | 0.46%-25.1pp | -0.04%-24.6pp | 417.96%-442.6pp |
| Employer contribution / active EE | $894 | $5,619-84.1% | $4,951-81.9% | $4,740-81.1% |
| Participant deferral / active EE | $6,051 | $6,446-6.1% | $5,637+7.3% | $6,400-5.5% |
| Admin fee / account holder | $2,461 | $18,088-86.4% | $14,673-83.2% | $11,426-78.5% |