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 | $73,837 | $209,411-64.7% | $178,490-58.6% | $158,922-53.5% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 5.49% | 188.75%-183.3pp | 151.07%-145.6pp | 302.83%-297.3pp |
| Employer contribution / active EE | $487 | $5,706-91.5% | $5,011-90.3% | $4,761-89.8% |
| Participant deferral / active EE | $4,874 | $5,954-18.1% | $5,202-6.3% | $5,982-18.5% |
| Admin fee / account holder | $47,885 | $17,074+180.5% | $13,984+242.4% | $11,246+325.8% |