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 | $19,694 | $142,344-86.2% | $119,609-83.5% | $134,475-85.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.70% | -12.44%-10.3pp | -14.97%-7.7pp | 417.96%-440.7pp |
| Employer contribution / active EE | $839 | $5,222-83.9% | $4,232-80.2% | $4,740-82.3% |
| Participant deferral / active EE | $6,750 | $6,469+4.3% | $5,602+20.5% | $6,400+5.5% |
| Admin fee / account holder | $346 | $13,584-97.5% | $10,323-96.6% | $11,426-97.0% |