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 | $30,185 | $77,899-61.3% | $149,673-79.8% | $75,163-59.8% |
| Participation rate | 77.6% | 65.6%+12.1pp | 78.8%-1.1pp | 67.2%+10.5pp |
| Annual return | 13.19% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,981 | $3,411-12.6% | $5,680-47.5% | $4,125-27.7% |
| Admin fee / account holder | $5,975 | $5,956+0.3% | $13,210-54.8% | $5,651+5.7% |