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 | $13,740 | $85,202-83.9% | $172,739-92.0% | $72,985-81.2% |
| Participation rate | 80.6% | 70.1%+10.6pp | 82.6%-2.0pp | 69.5%+11.2pp |
| Annual return | 6.08% | 27.32%-21.2pp | 802.84%-796.8pp | 81.00%-74.9pp |
| Employer contribution / active EE | $293 | $3,324-91.2% | $5,143-94.3% | $2,440-88.0% |
| Participant deferral / active EE | $2,550 | $3,260-21.8% | $5,198-50.9% | $3,607-29.3% |
| Admin fee / account holder | $4,208 | $5,884-28.5% | $13,954-69.8% | $5,124-17.9% |