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 5-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 | $34,487 | $154,365-77.7% | $130,231-73.5% | $139,434-75.3% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.3%-1.3pp | 80.3%-5.3pp |
| Annual return | 4.90% | 30.34%-25.4pp | 38.77%-33.9pp | 372.94%-368.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $12,753 | $8,498+50.1% | $6,799+87.6% | $6,710+90.1% |
| Admin fee / account holder | $49,279 | $9,214+434.8% | $6,020+718.6% | $11,403+332.2% |