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 | $157,470 | $69,515+126.5% | $86,874+81.3% | $85,850+83.4% |
| Participation rate | 75.0% | 66.3%+8.7pp | 71.6%+3.4pp | 69.3%+5.7pp |
| Annual return | 10.95% | 20.12%-9.2pp | 63.52%-52.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $140 | $1,880-92.6% | $2,495-94.4% | $2,565-94.5% |
| Participant deferral / active EE | $2,318 | $2,919-20.6% | $3,699-37.3% | $3,952-41.4% |
| Admin fee / account holder | $27,588 | $5,972+362.0% | $5,828+373.4% | $6,260+340.7% |