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 | $120,332 | $110,094+9.3% | $151,611-20.6% | $68,494+75.7% |
| Participation rate | 76.5% | 84.0%-7.5pp | 87.5%-11.0pp | 67.9%+8.6pp |
| Annual return | -24.16% | -10.12%-14.0pp | 3.33%-27.5pp | -7.84%-16.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,829 | $6,527+65.9% | $8,363+29.5% | $4,027+168.9% |
| Admin fee / account holder | $447 | $7,719-94.2% | $11,616-96.2% | $5,403-91.7% |