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 | $35,791 | $95,803-62.6% | $113,168-68.4% | $84,808-57.8% |
| Participation rate | 88.6% | 72.9%+15.7pp | 76.6%+12.0pp | 68.3%+20.3pp |
| Annual return | 10.87% | 25.00%-14.1pp | 24.27%-13.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $565 | $2,360-76.1% | $2,975-81.0% | $2,631-78.5% |
| Participant deferral / active EE | $3,694 | $4,242-12.9% | $5,107-27.7% | $4,212-12.3% |
| Admin fee / account holder | $7,356 | $8,989-18.2% | $12,068-39.0% | $7,344+0.2% |