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 6-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 | $95,152 | $82,664+15.1% | $125,339-24.1% | $68,494+38.9% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -20.12% | -5.97%-14.1pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $421 | $3,381-87.5% | $4,814-91.3% | $2,596-83.8% |
| Participant deferral / active EE | $2,920 | $6,110-52.2% | $7,446-60.8% | $4,027-27.5% |
| Admin fee / account holder | $1,528 | $6,275-75.6% | $10,010-84.7% | $5,403-71.7% |