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 | $61,447 | $133,922-54.1% | $116,228-47.1% | $142,382-56.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 1.93% | 147.76%-145.8pp | 90.06%-88.1pp | 217.08%-215.1pp |
| Employer contribution / active EE | $175 | $3,446-94.9% | $2,994-94.2% | $4,299-95.9% |
| Participant deferral / active EE | $1,633 | $5,672-71.2% | $4,953-67.0% | $6,507-74.9% |
| Admin fee / account holder | $1,732 | $14,945-88.4% | $11,989-85.6% | $12,624-86.3% |