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 | $77,607 | $94,529-17.9% | $140,016-44.6% | $64,186+20.9% |
| Participation rate | 74.5% | 84.1%-9.6pp | 87.5%-13.0pp | 69.6%+4.9pp |
| Annual return | -7.83% | 7.77%-15.6pp | 651.12%-658.9pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,422 | $5,250+117.6% | $6,927+64.9% | $3,470+229.2% |
| Admin fee / account holder | $7,055 | $6,741+4.7% | $10,705-34.1% | $4,888+44.3% |