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 | $60,985 | $198,466-69.3% | $170,442-64.2% | $147,584-58.7% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 8.24% | 257.29%-249.1pp | 205.93%-197.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $667 | $6,184-89.2% | $5,433-87.7% | $4,876-86.3% |
| Participant deferral / active EE | $2,196 | $5,629-61.0% | $4,939-55.5% | $5,439-59.6% |
| Admin fee / account holder | $29,224 | $16,852+73.4% | $13,880+110.5% | $10,885+168.5% |