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 | $74,015 | $72,012+2.8% | $185,823-60.2% | $79,858-7.3% |
| Participation rate | 76.5% | 65.8%+10.7pp | 78.0%-1.6pp | 69.6%+6.8pp |
| Annual return | 9.13% | 23.12%-14.0pp | 35.95%-26.8pp | 31.71%-22.6pp |
| Employer contribution / active EE | $23 | $1,965-98.8% | $4,087-99.4% | $2,471-99.1% |
| Participant deferral / active EE | $6,814 | $3,779+80.3% | $5,632+21.0% | $3,740+82.2% |
| Admin fee / account holder | $14,350 | $4,513+218.0% | $9,500+51.0% | $5,306+170.4% |