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 | $48,784 | $61,660-20.9% | $80,019-39.0% | $64,186-24.0% |
| Participation rate | 92.9% | 71.7%+21.2pp | 75.8%+17.0pp | 69.6%+23.3pp |
| Annual return | -14.10% | -0.33%-13.8pp | 11.22%-25.3pp | 7.63%-21.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,368 | $2,968+80.9% | $3,686+45.6% | $3,470+54.7% |
| Admin fee / account holder | $4,000 | $5,417-26.2% | $6,521-38.7% | $4,888-18.2% |