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 | $61,229 | $165,984-63.1% | $164,813-62.8% | $145,922-58.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 7.10% | 100.03%-92.9pp | 69.93%-62.8pp | 561.29%-554.2pp |
| Employer contribution / active EE | $456 | $5,273-91.3% | $4,341-89.5% | $4,660-90.2% |
| Participant deferral / active EE | $3,543 | $6,959-49.1% | $6,031-41.3% | $6,688-47.0% |
| Admin fee / account holder | $303 | $16,648-98.2% | $12,690-97.6% | $13,397-97.7% |