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 | $162,032 | $93,170+73.9% | $100,534+61.2% | $84,808+91.1% |
| Participation rate | 96.0% | 75.8%+20.2pp | 80.6%+15.4pp | 68.3%+27.7pp |
| Annual return | 10.23% | 47.13%-36.9pp | 32.66%-22.4pp | 40.90%-30.7pp |
| Employer contribution / active EE | $828 | $3,985-79.2% | $4,346-81.0% | $2,631-68.5% |
| Participant deferral / active EE | $6,176 | $5,699+8.4% | $6,144+0.5% | $4,212+46.7% |
| Admin fee / account holder | $7,047 | $7,382-4.5% | $7,654-7.9% | $7,344-4.0% |