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 | $41,454 | $209,411-80.2% | $178,490-76.8% | $158,922-73.9% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 3.00% | 188.75%-185.8pp | 151.07%-148.1pp | 302.83%-299.8pp |
| Employer contribution / active EE | $422 | $5,706-92.6% | $5,011-91.6% | $4,761-91.1% |
| Participant deferral / active EE | $2,224 | $5,954-62.6% | $5,202-57.2% | $5,982-62.8% |
| Admin fee / account holder | $674 | $17,074-96.0% | $13,984-95.2% | $11,246-94.0% |