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 9-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 | $84,495 | $112,096-24.6% | $95,952-11.9% | $158,922-46.8% |
| Participation rate | 76.2% | 79.0%-2.8pp | 77.1%-0.9pp | 82.0%-5.8pp |
| Annual return | 1.35% | 171.09%-169.7pp | 91.61%-90.3pp | 302.83%-301.5pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,281 | $4,784-52.3% | $4,167-45.3% | $5,982-61.9% |
| Admin fee / account holder | $2,887 | $10,130-71.5% | $6,795-57.5% | $11,246-74.3% |