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 | $30,772 | $81,460-62.2% | $103,333-70.2% | $80,856-61.9% |
| Participation rate | 76.1% | 66.8%+9.3pp | 74.5%+1.6pp | 67.6%+8.5pp |
| Annual return | 6.25% | 25.55%-19.3pp | 24.88%-18.6pp | 35.59%-29.3pp |
| Employer contribution / active EE | $741 | $3,105-76.1% | $3,868-80.9% | $2,755-73.1% |
| Participant deferral / active EE | $2,053 | $3,869-46.9% | $5,057-59.4% | $4,296-52.2% |
| Admin fee / account holder | $2,932 | $6,566-55.3% | $8,355-64.9% | $6,918-57.6% |