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 | $121,645 | $82,630+47.2% | $64,105+89.8% | $125,391-3.0% |
| Participation rate | 95.7% | 75.9%+19.8pp | 68.2%+27.5pp | 83.2%+12.5pp |
| Annual return | -4.77% | 1489.72%-1494.5pp | 791.24%-796.0pp | 282.22%-287.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,483 | $3,608+52.0% | $2,822+94.3% | $5,352+2.5% |
| Admin fee / account holder | $19,234 | $6,382+201.4% | $4,499+327.5% | $9,540+101.6% |