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 | $183,041 | $101,763+79.9% | $164,866+11.0% | $80,874+126.3% |
| Participation rate | 77.8% | 71.8%+6.0pp | 78.6%-0.8pp | 67.6%+10.1pp |
| Annual return | 9.83% | 16.73%-6.9pp | 69.97%-60.1pp | 35.62%-25.8pp |
| Employer contribution / active EE | $28 | $2,954-99.1% | $4,343-99.4% | $2,756-99.0% |
| Participant deferral / active EE | $6,682 | $4,477+49.3% | $6,033+10.8% | $4,297+55.5% |
| Admin fee / account holder | $45,422 | $8,228+452.0% | $12,689+258.0% | $6,935+554.9% |