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 | $97,620 | $114,381-14.7% | $107,525-9.2% | $142,382-31.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 9.01% | 242.71%-233.7pp | 181.32%-172.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $450 | $4,015-88.8% | $3,754-88.0% | $4,299-89.5% |
| Participant deferral / active EE | $3,222 | $5,564-42.1% | $5,116-37.0% | $6,507-50.5% |
| Admin fee / account holder | $107,584 | $9,860+991.1% | $8,919+1106.3% | $12,624+752.2% |