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 | $54,642 | $167,484-67.4% | $151,611-64.0% | $134,475-59.4% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 81.2%+14.0pp |
| Annual return | -22.73% | 7.80%-30.5pp | 3.33%-26.1pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,082 | $6,829-84.2% | $6,166-82.5% | $4,740-77.2% |
| Participant deferral / active EE | $4,083 | $8,986-54.6% | $8,363-51.2% | $6,400-36.2% |
| Admin fee / account holder | $1,691 | $13,783-87.7% | $11,616-85.4% | $11,426-85.2% |