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 5-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 | $189,186 | $110,094+71.8% | $151,611+24.8% | $68,494+176.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 87.5%-0.8pp | 67.9%+18.8pp |
| Annual return | -19.17% | -10.12%-9.0pp | 3.33%-22.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $778 | $4,471-82.6% | $6,166-87.4% | $2,596-70.0% |
| Participant deferral / active EE | $7,133 | $6,527+9.3% | $8,363-14.7% | $4,027+77.1% |
| Admin fee / account holder | $690 | $7,719-91.1% | $11,616-94.1% | $5,403-87.2% |