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 | $40,790 | $59,101-31.0% | $77,163-47.1% | $75,163-45.7% |
| Participation rate | 94.8% | 63.9%+31.0pp | 69.6%+25.3pp | 67.2%+27.6pp |
| Annual return | 4.91% | 26.71%-21.8pp | 37.87%-33.0pp | 160.62%-155.7pp |
| Employer contribution / active EE | $394 | $1,995-80.2% | $2,535-84.4% | $2,670-85.2% |
| Participant deferral / active EE | $1,694 | $2,999-43.5% | $3,833-55.8% | $4,125-58.9% |
| Admin fee / account holder | $6,678 | $4,774+39.9% | $5,472+22.0% | $5,651+18.2% |