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 | $82,742 | $79,944+3.5% | $98,439-15.9% | $75,163+10.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 8.45% | 19.75%-11.3pp | 21.16%-12.7pp | 160.62%-152.2pp |
| Employer contribution / active EE | $264 | $2,264-88.4% | $3,048-91.4% | $2,670-90.1% |
| Participant deferral / active EE | $2,635 | $3,752-29.8% | $4,738-44.4% | $4,125-36.1% |
| Admin fee / account holder | $11,514 | $6,840+68.3% | $8,948+28.7% | $5,651+103.8% |