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 | $57,663 | $43,075+33.9% | $74,583-22.7% | $62,891-8.3% |
| Participation rate | 72.1% | 58.1%+14.0pp | 68.1%+3.9pp | 69.3%+2.8pp |
| Annual return | -0.76% | 17.50%-18.3pp | 20.47%-21.2pp | 20.14%-20.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,513 | $2,389+5.2% | $3,458-27.3% | $3,203-21.5% |
| Admin fee / account holder | $3,020 | $2,840+6.3% | $4,138-27.0% | $4,296-29.7% |