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 | $132,474 | $100,754+31.5% | $86,677+52.8% | $134,475-1.5% |
| Participation rate | 91.3% | 78.9%+12.4pp | 76.6%+14.7pp | 81.2%+10.1pp |
| Annual return | -20.54% | 29.04%-49.6pp | 35.91%-56.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $392 | $3,489-88.8% | $2,836-86.2% | $4,740-91.7% |
| Participant deferral / active EE | $3,925 | $5,338-26.5% | $4,656-15.7% | $6,400-38.7% |
| Admin fee / account holder | $3,140 | $10,926-71.3% | $7,493-58.1% | $11,426-72.5% |