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 | $78,163 | $67,606+15.6% | $82,313-5.0% | $70,131+11.5% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.9%-0.2pp | 69.5%+7.1pp |
| Annual return | 11.75% | 21.57%-9.8pp | 25.88%-14.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $256 | $1,755-85.4% | $2,428-89.4% | $2,342-89.1% |
| Participant deferral / active EE | $1,970 | $2,987-34.0% | $3,706-46.8% | $3,332-40.9% |
| Admin fee / account holder | $5,338 | $4,512+18.3% | $5,608-4.8% | $4,645+14.9% |