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 | $42,683 | $87,013-50.9% | $106,213-59.8% | $80,856-47.2% |
| Participation rate | 81.0% | 70.4%+10.6pp | 75.3%+5.7pp | 67.6%+13.4pp |
| Annual return | 9.99% | 17.05%-7.1pp | 116.14%-106.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,627 | $3,986-34.1% | $5,016-47.6% | $4,296-38.9% |
| Admin fee / account holder | $789 | $8,431-90.6% | $11,033-92.8% | $6,918-88.6% |