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 | $42,882 | $95,803-55.2% | $113,168-62.1% | $84,808-49.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 9.74% | 25.00%-15.3pp | 24.27%-14.5pp | 40.90%-31.2pp |
| Employer contribution / active EE | $675 | $2,360-71.4% | $2,975-77.3% | $2,631-74.3% |
| Participant deferral / active EE | $3,647 | $4,242-14.0% | $5,107-28.6% | $4,212-13.4% |
| Admin fee / account holder | $8,860 | $8,989-1.4% | $12,068-26.6% | $7,344+20.6% |