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 | $54,971 | $72,277-23.9% | $101,248-45.7% | $79,858-31.2% |
| Participation rate | 82.9% | 68.5%+14.4pp | 75.8%+7.0pp | 69.6%+13.2pp |
| Annual return | 7.05% | 22.30%-15.2pp | 46.47%-39.4pp | 31.71%-24.7pp |
| Employer contribution / active EE | $438 | $2,692-83.7% | $3,660-88.0% | $2,471-82.3% |
| Participant deferral / active EE | $2,951 | $3,282-10.1% | $4,370-32.5% | $3,740-21.1% |
| Admin fee / account holder | $2,593 | $4,400-41.1% | $5,945-56.4% | $5,306-51.1% |