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 | $35,426 | $171,865-79.4% | $149,718-76.3% | $147,584-76.0% |
| Participation rate | 85.0% | 88.2%-3.2pp | 87.1%-2.1pp | 82.8%+2.2pp |
| Annual return | 4.39% | 2113.22%-2108.8pp | 1501.63%-1497.2pp | 578.55%-574.2pp |
| Employer contribution / active EE | $1,200 | $6,275-80.9% | $5,445-78.0% | $4,876-75.4% |
| Participant deferral / active EE | $2,875 | $7,271-60.5% | $6,569-56.2% | $5,439-47.1% |
| Admin fee / account holder | $3,058 | $13,799-77.8% | $11,283-72.9% | $10,885-71.9% |