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 | $199,331 | $202,318-1.5% | $172,739+15.4% | $152,861+30.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.73% | 1029.65%-1021.9pp | 802.84%-795.1pp | 345.32%-337.6pp |
| Employer contribution / active EE | $1,100 | $5,856-81.2% | $5,143-78.6% | $4,762-76.9% |
| Participant deferral / active EE | $3,864 | $5,948-35.0% | $5,198-25.7% | $5,850-34.0% |
| Admin fee / account holder | $3,653 | $17,109-78.6% | $13,954-73.8% | $11,596-68.5% |