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 | $142,018 | $99,341+43.0% | $84,750+67.6% | $273,961-48.2% |
| Participation rate | 82.6% | 80.7%+1.9pp | 76.6%+6.0pp | 83.0%-0.4pp |
| Annual return | -1.73% | 22.93%-24.7pp | 22.78%-24.5pp | 41.45%-43.2pp |
| Employer contribution / active EE | $391 | $4,214-90.7% | $3,574-89.0% | $4,869-92.0% |
| Participant deferral / active EE | $3,322 | $4,269-22.2% | $3,712-10.5% | $5,287-37.2% |
| Admin fee / account holder | $21,185 | $6,644+218.9% | $5,332+297.3% | $10,132+109.1% |