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 | $28,410 | $72,492-60.8% | $87,100-67.4% | $72,985-61.1% |
| Participation rate | 77.4% | 72.8%+4.6pp | 76.9%+0.6pp | 69.5%+7.9pp |
| Annual return | 12.88% | 24.46%-11.6pp | 28.19%-15.3pp | 81.00%-68.1pp |
| Employer contribution / active EE | $362 | $1,894-80.9% | $2,521-85.6% | $2,440-85.2% |
| Participant deferral / active EE | $2,843 | $3,270-13.1% | $4,049-29.8% | $3,607-21.2% |
| Admin fee / account holder | $3,768 | $5,055-25.5% | $7,497-49.7% | $5,124-26.5% |