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 4-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 | $53,531 | $214,378-75.0% | $200,582-73.3% | $142,382-62.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.71% | 46.41%-41.7pp | 42.33%-37.6pp | 217.08%-212.4pp |
| Employer contribution / active EE | $1,268 | $6,841-81.5% | $6,419-80.2% | $4,299-70.5% |
| Participant deferral / active EE | $6,213 | $9,865-37.0% | $9,331-33.4% | $6,507-4.5% |
| Admin fee / account holder | $2,900 | $17,692-83.6% | $16,305-82.2% | $12,624-77.0% |