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 | $40,355 | $214,378-81.2% | $200,582-79.9% | $142,382-71.7% |
| Participation rate | 76.9% | 87.4%-10.5pp | 86.9%-10.0pp | 80.1%-3.2pp |
| Annual return | 9.38% | 46.41%-37.0pp | 42.33%-33.0pp | 217.08%-207.7pp |
| Employer contribution / active EE | $764 | $6,841-88.8% | $6,419-88.1% | $4,299-82.2% |
| Participant deferral / active EE | $4,841 | $9,865-50.9% | $9,331-48.1% | $6,507-25.6% |
| Admin fee / account holder | $7,614 | $17,692-57.0% | $16,305-53.3% | $12,624-39.7% |