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 | $84,325 | $86,929-3.0% | $102,423-17.7% | $80,856+4.3% |
| Participation rate | 72.5% | 72.4%+0.1pp | 76.5%-4.0pp | 67.6%+4.9pp |
| Annual return | 9.17% | 18.88%-9.7pp | 29.32%-20.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $424 | $2,369-82.1% | $3,023-86.0% | $2,755-84.6% |
| Participant deferral / active EE | $3,413 | $4,118-17.1% | $5,053-32.4% | $4,296-20.5% |
| Admin fee / account holder | $3,740 | $8,049-53.5% | $9,451-60.4% | $6,918-45.9% |