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 | $40,719 | $58,828-30.8% | $77,999-47.8% | $62,891-35.3% |
| Participation rate | 75.4% | 71.1%+4.3pp | 75.5%-0.1pp | 69.3%+6.1pp |
| Annual return | 4.59% | 17.16%-12.6pp | 425.96%-421.4pp | 20.14%-15.6pp |
| Employer contribution / active EE | $283 | $1,672-83.1% | $2,470-88.5% | $2,281-87.6% |
| Participant deferral / active EE | $1,769 | $2,686-34.1% | $3,497-49.4% | $3,203-44.8% |
| Admin fee / account holder | $5,569 | $4,393+26.8% | $5,480+1.6% | $4,296+29.6% |