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 | $229,067 | $99,985+129.1% | $146,665+56.2% | $85,850+166.8% |
| Participation rate | 90.5% | 73.1%+17.4pp | 80.1%+10.4pp | 69.3%+21.2pp |
| Annual return | 9.73% | 18.93%-9.2pp | 22.74%-13.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,542 | $4,006+88.3% | $5,506+37.0% | $3,952+90.9% |
| Admin fee / account holder | $17,190 | $7,702+123.2% | $10,280+67.2% | $6,260+174.6% |