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 | $85,023 | $122,239-30.4% | $184,203-53.8% | $74,495+14.1% |
| Participation rate | 85.1% | 85.5%-0.3pp | 86.8%-1.7pp | 67.2%+17.9pp |
| Annual return | 11.41% | 19.95%-8.5pp | 28.81%-17.4pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $972 | $4,537-78.6% | $6,427-84.9% | $2,623-63.0% |
| Participant deferral / active EE | $5,603 | $7,139-21.5% | $9,131-38.6% | $4,346+28.9% |
| Admin fee / account holder | $2,077 | $1,260+64.9% | $13,901-85.1% | $1,942+7.0% |