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 | $47,285 | $68,719-31.2% | $91,541-48.3% | $84,808-44.2% |
| Participation rate | 96.0% | 64.5%+31.5pp | 69.8%+26.2pp | 68.3%+27.7pp |
| Annual return | 11.14% | 19.12%-8.0pp | 20.50%-9.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,149 | $3,136+32.3% | $4,008+3.5% | $4,212-1.5% |
| Admin fee / account holder | $9,736 | $5,786+68.3% | $6,956+40.0% | $7,344+32.6% |