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 8-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 | $51,110 | $176,812-71.1% | $146,665-65.2% | $167,490-69.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -10.67% | 24.03%-34.7pp | 22.74%-33.4pp | 478.56%-489.2pp |
| Employer contribution / active EE | $728 | $5,160-85.9% | $4,136-82.4% | $4,837-85.0% |
| Participant deferral / active EE | $21,213 | $6,440+229.4% | $5,506+285.3% | $6,341+234.5% |
| Admin fee / account holder | $506 | $13,259-96.2% | $10,280-95.1% | $12,309-95.9% |