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 | $65,255 | $96,305-32.2% | $80,569-19.0% | $139,434-53.2% |
| Participation rate | 76.5% | 73.6%+2.8pp | 67.0%+9.5pp | 80.3%-3.8pp |
| Annual return | 9.45% | 1350.08%-1340.6pp | 935.43%-926.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $355 | $3,262-89.1% | $2,723-87.0% | $4,751-92.5% |
| Participant deferral / active EE | $3,545 | $5,232-32.2% | $4,447-20.3% | $6,710-47.2% |
| Admin fee / account holder | $61,052 | $6,599+825.2% | $5,377+1035.4% | $11,403+435.4% |