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 | $65,886 | $165,335-60.2% | $149,696-56.0% | $158,922-58.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 4.91% | 348.15%-343.2pp | 276.60%-271.7pp | 302.83%-297.9pp |
| Employer contribution / active EE | $596 | $5,103-88.3% | $4,644-87.2% | $4,761-87.5% |
| Participant deferral / active EE | $5,025 | $7,181-30.0% | $6,842-26.5% | $5,982-16.0% |
| Admin fee / account holder | $8,639 | $10,807-20.1% | $9,309-7.2% | $11,246-23.2% |