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 | $39,010 | $58,208-33.0% | $81,812-52.3% | $80,856-51.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | -2.71% | 41.66%-44.4pp | 773.79%-776.5pp | 35.59%-38.3pp |
| Employer contribution / active EE | $283 | $2,340-87.9% | $2,912-90.3% | $2,755-89.7% |
| Participant deferral / active EE | $2,913 | $3,281-11.2% | $4,319-32.5% | $4,296-32.2% |
| Admin fee / account holder | $895 | $4,981-82.0% | $7,386-87.9% | $6,918-87.1% |