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 | $57,268 | $132,239-56.7% | $105,722-45.8% | $273,961-79.1% |
| Participation rate | 91.7% | 83.2%+8.5pp | 78.9%+12.8pp | 83.0%+8.7pp |
| Annual return | -1.43% | 10.07%-11.5pp | 12.25%-13.7pp | 41.45%-42.9pp |
| Employer contribution / active EE | $835 | $4,867-82.8% | $4,079-79.5% | $4,869-82.9% |
| Participant deferral / active EE | $2,457 | $6,233-60.6% | $5,326-53.9% | $5,287-53.5% |
| Admin fee / account holder | $3,500 | $12,032-70.9% | $8,308-57.9% | $10,132-65.5% |