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 | $120,087 | $95,803+25.3% | $113,168+6.1% | $84,808+41.6% |
| Participation rate | 81.5% | 72.9%+8.6pp | 76.6%+4.9pp | 68.3%+13.2pp |
| Annual return | 11.94% | 25.00%-13.1pp | 24.27%-12.3pp | 40.90%-29.0pp |
| Employer contribution / active EE | $488 | $2,360-79.3% | $2,975-83.6% | $2,631-81.5% |
| Participant deferral / active EE | $3,985 | $4,242-6.1% | $5,107-22.0% | $4,212-5.4% |
| Admin fee / account holder | $1,782 | $8,989-80.2% | $12,068-85.2% | $7,344-75.7% |