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 | $21,543 | $154,117-86.0% | $129,995-83.4% | $139,434-84.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 3.91% | 32.48%-28.6pp | -137.18%+141.1pp | 372.94%-369.0pp |
| Employer contribution / active EE | $626 | $5,289-88.2% | $4,320-85.5% | $4,751-86.8% |
| Participant deferral / active EE | $2,660 | $6,710-60.4% | $5,820-54.3% | $6,710-60.4% |
| Admin fee / account holder | $16,714 | $14,007+19.3% | $10,614+57.5% | $11,403+46.6% |