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 | $85,758 | $60,892+40.8% | $82,389+4.1% | $84,808+1.1% |
| Participation rate | 79.7% | 63.3%+16.5pp | 69.5%+10.2pp | 68.3%+11.4pp |
| Annual return | 10.89% | 37.29%-26.4pp | 28.67%-17.8pp | 40.90%-30.0pp |
| Employer contribution / active EE | $122 | $1,779-93.1% | $2,517-95.1% | $2,631-95.4% |
| Participant deferral / active EE | $3,334 | $3,179+4.9% | $4,155-19.7% | $4,212-20.8% |
| Admin fee / account holder | $6,327 | $5,467+15.7% | $7,231-12.5% | $7,344-13.8% |