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 | $48,986 | $85,766-42.9% | $136,294-64.1% | $70,131-30.2% |
| Participation rate | 71.4% | 74.2%-2.7pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 12.48% | 31.45%-19.0pp | 5155.94%-5143.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $108 | $2,966-96.3% | $4,695-97.7% | $2,342-95.4% |
| Participant deferral / active EE | $2,497 | $5,051-50.6% | $6,247-60.0% | $3,332-25.1% |
| Admin fee / account holder | $4,485 | $5,420-17.3% | $9,243-51.5% | $4,645-3.5% |