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 | $48,558 | $63,346-23.3% | $92,233-47.4% | $70,131-30.8% |
| Participation rate | 70.6% | 68.7%+1.9pp | 76.5%-5.9pp | 69.5%+1.0pp |
| Annual return | 11.96% | 530.12%-518.2pp | 176.28%-164.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $488 | $2,471-80.2% | $3,679-86.7% | $2,342-79.2% |
| Participant deferral / active EE | $2,067 | $2,854-27.6% | $3,897-47.0% | $3,332-38.0% |
| Admin fee / account holder | $1,628 | $3,840-57.6% | $5,194-68.6% | $4,645-65.0% |