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 6-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 | $21,182 | $51,576-58.9% | $129,207-83.6% | $80,856-73.8% |
| Participation rate | 78.3% | 57.0%+21.3pp | 69.6%+8.6pp | 67.6%+10.6pp |
| Annual return | 10.58% | 20.81%-10.2pp | 9417.33%-9406.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,769 | $2,669+3.7% | $4,168-33.6% | $4,296-35.5% |
| Admin fee / account holder | $977 | $4,305-77.3% | $7,715-87.3% | $6,918-85.9% |