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 7-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 | $33,203 | $167,307-80.2% | $143,757-76.9% | $134,475-75.3% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -29.85% | 0.46%-30.3pp | -0.04%-29.8pp | 417.96%-447.8pp |
| Employer contribution / active EE | $799 | $5,619-85.8% | $4,951-83.9% | $4,740-83.1% |
| Participant deferral / active EE | $4,455 | $6,446-30.9% | $5,637-21.0% | $6,400-30.4% |
| Admin fee / account holder | $521 | $18,088-97.1% | $14,673-96.4% | $11,426-95.4% |