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 9-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 | $84,051 | $86,929-3.3% | $102,423-17.9% | $80,856+4.0% |
| Participation rate | 83.6% | 72.4%+11.3pp | 76.5%+7.1pp | 67.6%+16.0pp |
| Annual return | 9.73% | 18.88%-9.1pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $612 | $2,369-74.2% | $3,023-79.8% | $2,755-77.8% |
| Participant deferral / active EE | $4,084 | $4,118-0.8% | $5,053-19.2% | $4,296-4.9% |
| Admin fee / account holder | $78,714 | $8,049+877.9% | $9,451+732.9% | $6,918+1037.8% |