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 | $45,680 | $214,378-78.7% | $200,582-77.2% | $142,382-67.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 6.12% | 46.41%-40.3pp | 42.33%-36.2pp | 217.08%-211.0pp |
| Employer contribution / active EE | $125 | $6,841-98.2% | $6,419-98.1% | $4,299-97.1% |
| Participant deferral / active EE | $5,193 | $9,865-47.4% | $9,331-44.4% | $6,507-20.2% |
| Admin fee / account holder | $1,365 | $17,692-92.3% | $16,305-91.6% | $12,624-89.2% |