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 | $25,487 | $105,181-75.8% | $159,436-84.0% | $85,850-70.3% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.3pp | 69.3%+16.8pp |
| Annual return | 11.62% | 45.07%-33.5pp | 263.57%-251.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $182 | $3,318-94.5% | $4,829-96.2% | $2,565-92.9% |
| Participant deferral / active EE | $2,545 | $5,945-57.2% | $7,352-65.4% | $3,952-35.6% |
| Admin fee / account holder | $13,043 | $6,933+88.1% | $10,799+20.8% | $6,260+108.4% |