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 | $192,862 | $198,466-2.8% | $170,442+13.2% | $147,584+30.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 8.92% | 257.29%-248.4pp | 205.93%-197.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $1,104 | $6,184-82.1% | $5,433-79.7% | $4,876-77.4% |
| Participant deferral / active EE | $4,743 | $5,629-15.7% | $4,939-4.0% | $5,439-12.8% |
| Admin fee / account holder | $5,000 | $16,852-70.3% | $13,880-64.0% | $10,885-54.1% |