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 | $77,449 | $23,330+232.0% | $64,489+20.1% | $82,448-6.1% |
| Participation rate | 84.6% | 68.3%+16.3pp | 67.7%+16.9pp | 68.1%+16.5pp |
| Annual return | 12.52% | 83.66%-71.1pp | 55.03%-42.5pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,532 | $1,707+48.3% | $2,778-8.8% | $4,139-38.8% |
| Admin fee / account holder | $17,175 | $2,946+483.1% | $4,260+303.2% | $7,234+137.4% |