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 | $40,200 | $109,359-63.2% | $162,163-75.2% | $72,985-44.9% |
| Participation rate | 97.7% | 84.3%+13.4pp | 87.6%+10.1pp | 69.5%+28.2pp |
| Annual return | 6.54% | 25.46%-18.9pp | 115.59%-109.1pp | 81.00%-74.5pp |
| Employer contribution / active EE | $788 | $3,907-79.8% | $5,614-86.0% | $2,440-67.7% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,225 | $7,972-84.6% | $10,843-88.7% | $5,124-76.1% |