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 7-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 | $135,910 | $202,318-32.8% | $172,739-21.3% | $152,861-11.1% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.4%+3.9pp |
| Annual return | 8.44% | 1029.65%-1021.2pp | 802.84%-794.4pp | 345.32%-336.9pp |
| Employer contribution / active EE | $948 | $5,856-83.8% | $5,143-81.6% | $4,762-80.1% |
| Participant deferral / active EE | $3,602 | $5,948-39.4% | $5,198-30.7% | $5,850-38.4% |
| Admin fee / account holder | $858 | $17,109-95.0% | $13,954-93.9% | $11,596-92.6% |