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 | $15,819 | $54,762-71.1% | $90,281-82.5% | $72,985-78.3% |
| Participation rate | 72.2% | 65.1%+7.1pp | 73.3%-1.0pp | 69.5%+2.7pp |
| Annual return | 15.77% | 30.63%-14.9pp | 78.10%-62.3pp | 81.00%-65.2pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,087 | $2,887-27.7% | $3,885-46.3% | $3,607-42.2% |
| Admin fee / account holder | $3,151 | $3,972-20.7% | $5,351-41.1% | $5,124-38.5% |