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 | $53,994 | $103,376-47.8% | $87,100-38.0% | $152,861-64.7% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.9%-6.9pp | 82.4%-12.4pp |
| Annual return | 9.74% | 28.10%-18.4pp | 28.19%-18.5pp | 345.32%-335.6pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,431 | $4,778-28.2% | $4,049-15.2% | $5,850-41.3% |
| Admin fee / account holder | $681 | $12,205-94.4% | $7,497-90.9% | $11,596-94.1% |