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 | $101,847 | $72,492+40.5% | $87,100+16.9% | $72,985+39.5% |
| Participation rate | 73.6% | 72.8%+0.8pp | 76.9%-3.3pp | 69.5%+4.1pp |
| Annual return | 11.50% | 24.46%-13.0pp | 28.19%-16.7pp | 81.00%-69.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,882 | $3,270-42.5% | $4,049-53.5% | $3,607-47.8% |
| Admin fee / account holder | $4,264 | $5,055-15.7% | $7,497-43.1% | $5,124-16.8% |