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 | $39,434 | $106,515-63.0% | $96,683-59.2% | $139,434-71.7% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.3%+8.0pp | 80.3%+2.0pp |
| Annual return | 8.90% | 38.43%-29.5pp | 35.69%-26.8pp | 372.94%-364.0pp |
| Employer contribution / active EE | $534 | $4,103-87.0% | $3,737-85.7% | $4,751-88.8% |
| Participant deferral / active EE | $4,146 | $5,454-24.0% | $4,878-15.0% | $6,710-38.2% |
| Admin fee / account holder | $36,016 | $7,877+357.2% | $6,730+435.2% | $11,403+215.9% |