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 | $48,758 | $167,484-70.9% | $151,611-67.8% | $134,475-63.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.17% | 7.80%-29.0pp | 3.33%-24.5pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,376 | $6,829-79.8% | $6,166-77.7% | $4,740-71.0% |
| Participant deferral / active EE | $11,776 | $8,986+31.1% | $8,363+40.8% | $6,400+84.0% |
| Admin fee / account holder | $1,512 | $13,783-89.0% | $11,616-87.0% | $11,426-86.8% |