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 | $139,694 | $77,634+79.9% | $156,549-10.8% | $62,891+122.1% |
| Participation rate | 77.8% | 71.2%+6.6pp | 84.0%-6.2pp | 69.3%+8.5pp |
| Annual return | -6.71% | 50.32%-57.0pp | 32.23%-38.9pp | 20.14%-26.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,548 | $3,045-49.2% | $4,871-68.2% | $3,203-51.7% |
| Admin fee / account holder | $10,045 | $5,561+80.6% | $13,027-22.9% | $4,296+133.9% |