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 6-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 | $124,981 | $111,814+11.8% | $103,374+20.9% | $145,959-14.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.22% | 24.77%-16.5pp | 24.89%-16.7pp | 561.95%-553.7pp |
| Employer contribution / active EE | $346 | $4,214-91.8% | $3,869-91.1% | $4,661-92.6% |
| Participant deferral / active EE | $8,572 | $5,618+52.6% | $5,058+69.5% | $6,689+28.2% |
| Admin fee / account holder | $885 | $9,754-90.9% | $8,394-89.5% | $13,398-93.4% |