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 | $59,621 | $165,335-63.9% | $149,696-60.2% | $158,922-62.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 8.08% | 348.15%-340.1pp | 276.60%-268.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $593 | $5,103-88.4% | $4,644-87.2% | $4,761-87.5% |
| Participant deferral / active EE | $3,653 | $7,181-49.1% | $6,842-46.6% | $5,982-38.9% |
| Admin fee / account holder | $37,822 | $10,807+250.0% | $9,309+306.3% | $11,246+236.3% |