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 | $135,296 | $77,314+75.0% | $177,989-24.0% | $80,856+67.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 10.57% | 18.09%-7.5pp | 294.48%-283.9pp | 35.59%-25.0pp |
| Employer contribution / active EE | $100 | $2,292-95.6% | $3,949-97.5% | $2,755-96.4% |
| Participant deferral / active EE | $8,682 | $4,411+96.9% | $6,276+38.3% | $4,296+102.1% |
| Admin fee / account holder | $945 | $7,191-86.9% | $10,363-90.9% | $6,918-86.3% |