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 | $154,862 | $102,828+50.6% | $105,387+46.9% | $152,861+1.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.54% | 20.85%-17.3pp | 26.82%-23.3pp | 345.32%-341.8pp |
| Employer contribution / active EE | $1,258 | $4,473-71.9% | $4,213-70.1% | $4,762-73.6% |
| Participant deferral / active EE | $2,367 | $5,465-56.7% | $5,502-57.0% | $5,850-59.5% |
| Admin fee / account holder | $608 | $8,683-93.0% | $6,559-90.7% | $11,596-94.8% |