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 | $89,393 | $73,004+22.4% | $90,749-1.5% | $68,494+30.5% |
| Participation rate | 94.7% | 70.8%+23.9pp | 75.7%+19.0pp | 67.9%+26.8pp |
| Annual return | -21.71% | -13.81%-7.9pp | -12.16%-9.5pp | -7.84%-13.9pp |
| Employer contribution / active EE | $223 | $2,193-89.8% | $2,921-92.4% | $2,596-91.4% |
| Participant deferral / active EE | $3,815 | $3,627+5.2% | $4,564-16.4% | $4,027-5.3% |
| Admin fee / account holder | $1,449 | $5,896-75.4% | $8,445-82.8% | $5,403-73.2% |