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 | $22,809 | $183,519-87.6% | $155,509-85.3% | $145,922-84.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 0.79% | 61.17%-60.4pp | 64.67%-63.9pp | 561.29%-560.5pp |
| Employer contribution / active EE | $807 | $5,313-84.8% | $4,672-82.7% | $4,660-82.7% |
| Participant deferral / active EE | $4,219 | $6,462-34.7% | $5,626-25.0% | $6,688-36.9% |
| Admin fee / account holder | $2,888 | $19,313-85.0% | $15,912-81.8% | $13,397-78.4% |