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 5-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 | $219,181 | $167,307+31.0% | $143,757+52.5% | $134,475+63.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -50.87% | 0.46%-51.3pp | -0.04%-50.8pp | 417.96%-468.8pp |
| Employer contribution / active EE | $615 | $5,619-89.1% | $4,951-87.6% | $4,740-87.0% |
| Participant deferral / active EE | $4,604 | $6,446-28.6% | $5,637-18.3% | $6,400-28.1% |
| Admin fee / account holder | $12,425 | $18,088-31.3% | $14,673-15.3% | $11,426+8.7% |