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 | $21,527 | $65,365-67.1% | $92,893-76.8% | $72,985-70.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 1.18% | 42.10%-40.9pp | 109.41%-108.2pp | 81.00%-79.8pp |
| Employer contribution / active EE | $45 | $2,594-98.3% | $3,653-98.8% | $2,440-98.1% |
| Participant deferral / active EE | $2,897 | $3,128-7.4% | $4,236-31.6% | $3,607-19.7% |
| Admin fee / account holder | $1,005 | $4,251-76.4% | $5,794-82.6% | $5,124-80.4% |