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 9-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 | $24,663 | $111,754-77.9% | $103,333-76.1% | $145,922-83.1% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | -8.20% | 24.77%-33.0pp | 24.88%-33.1pp | 561.29%-569.5pp |
| Employer contribution / active EE | $311 | $4,212-92.6% | $3,868-92.0% | $4,660-93.3% |
| Participant deferral / active EE | $5,622 | $5,619+0.1% | $5,057+11.2% | $6,688-15.9% |
| Admin fee / account holder | $460 | $9,750-95.3% | $8,355-94.5% | $13,397-96.6% |