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 | $48,146 | $127,386-62.2% | $115,037-58.1% | $125,391-61.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.20% | 31.28%-35.5pp | 26.14%-30.3pp | 282.22%-286.4pp |
| Employer contribution / active EE | $451 | $5,166-91.3% | $4,608-90.2% | $4,866-90.7% |
| Participant deferral / active EE | $15,229 | $6,423+137.1% | $6,026+152.7% | $5,352+184.6% |
| Admin fee / account holder | $24,262 | $9,516+155.0% | $8,175+196.8% | $9,540+154.3% |