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 | $30,956 | $165,984-81.4% | $164,813-81.2% | $145,922-78.8% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.6%-2.1pp | 80.3%-3.8pp |
| Annual return | 8.41% | 100.03%-91.6pp | 69.93%-61.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $722 | $5,273-86.3% | $4,341-83.4% | $4,660-84.5% |
| Participant deferral / active EE | $2,406 | $6,959-65.4% | $6,031-60.1% | $6,688-64.0% |
| Admin fee / account holder | $3,939 | $16,648-76.3% | $12,690-69.0% | $13,397-70.6% |