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 | $116,568 | $148,978-21.8% | $200,582-41.9% | $84,808+37.5% |
| Participation rate | 79.7% | 84.2%-4.5pp | 86.9%-7.2pp | 68.3%+11.4pp |
| Annual return | 12.34% | 28.16%-15.8pp | 42.33%-30.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,582 | $4,815-67.2% | $6,419-75.4% | $2,631-39.9% |
| Participant deferral / active EE | $4,963 | $7,142-30.5% | $9,331-46.8% | $4,212+17.8% |
| Admin fee / account holder | $7,969 | $13,977-43.0% | $16,305-51.1% | $7,344+8.5% |