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 9-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 | $130,463 | $57,354+127.5% | $83,848+55.6% | $64,186+103.3% |
| Participation rate | 80.7% | 68.6%+12.1pp | 76.1%+4.6pp | 69.6%+11.1pp |
| Annual return | -11.52% | 11.38%-22.9pp | 850.88%-862.4pp | 7.63%-19.2pp |
| Employer contribution / active EE | $187 | $2,545-92.7% | $3,631-94.9% | $2,381-92.1% |
| Participant deferral / active EE | $1,785 | $2,993-40.4% | $4,082-56.3% | $3,470-48.5% |
| Admin fee / account holder | $3,638 | $4,046-10.1% | $5,478-33.6% | $4,888-25.6% |