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 | $81,029 | $201,272-59.7% | $184,203-56.0% | $145,922-44.5% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+15.0pp |
| Annual return | 9.30% | 29.00%-19.7pp | 28.81%-19.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $927 | $7,022-86.8% | $6,427-85.6% | $4,660-80.1% |
| Participant deferral / active EE | $4,041 | $9,806-58.8% | $9,131-55.7% | $6,688-39.6% |
| Admin fee / account holder | $31,593 | $16,364+93.1% | $13,901+127.3% | $13,397+135.8% |