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 | $217,832 | $183,519+18.7% | $155,509+40.1% | $145,922+49.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.47% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.8pp |
| Employer contribution / active EE | $228 | $5,313-95.7% | $4,672-95.1% | $4,660-95.1% |
| Participant deferral / active EE | $10,050 | $6,462+55.5% | $5,626+78.6% | $6,688+50.3% |
| Admin fee / account holder | $33,989 | $19,313+76.0% | $15,912+113.6% | $13,397+153.7% |