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 | $25,431 | $77,634-67.2% | $156,549-83.8% | $62,891-59.6% |
| Participation rate | 76.7% | 71.2%+5.5pp | 84.0%-7.3pp | 69.3%+7.4pp |
| Annual return | 0.11% | 50.32%-50.2pp | 32.23%-32.1pp | 20.14%-20.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,436 | $3,045-52.8% | $4,871-70.5% | $3,203-55.2% |
| Admin fee / account holder | $887 | $5,561-84.1% | $13,027-93.2% | $4,296-79.4% |