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 | $49,955 | $60,892-18.0% | $82,389-39.4% | $84,808-41.1% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 10.93% | 37.29%-26.4pp | 28.67%-17.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $108 | $1,779-93.9% | $2,517-95.7% | $2,631-95.9% |
| Participant deferral / active EE | $2,771 | $3,179-12.8% | $4,155-33.3% | $4,212-34.2% |
| Admin fee / account holder | $21,994 | $5,467+302.3% | $7,231+204.2% | $7,344+199.5% |