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 | $94,239 | $58,879+60.1% | $178,490-47.2% | $73,488+28.2% |
| Participation rate | 70.6% | 66.2%+4.4pp | 81.9%-11.3pp | 70.7%0pp |
| Annual return | 7.68% | 24.86%-17.2pp | 151.07%-143.4pp | 28.51%-20.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,452 | $2,567-43.5% | $5,202-72.1% | $3,740-61.2% |
| Admin fee / account holder | $20,254 | $400+4959.6% | $13,984+44.8% | $513+3847.7% |