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 | $18,013 | $77,634-76.8% | $156,549-88.5% | $62,891-71.4% |
| Participation rate | 91.4% | 71.2%+20.2pp | 84.0%+7.4pp | 69.3%+22.1pp |
| Annual return | 2.52% | 50.32%-47.8pp | 32.23%-29.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,445 | $3,045-52.6% | $4,871-70.3% | $3,203-54.9% |
| Admin fee / account holder | $482 | $5,561-91.3% | $13,027-96.3% | $4,296-88.8% |