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 | $145,218 | $171,865-15.5% | $149,718-3.0% | $147,584-1.6% |
| Participation rate | 78.6% | 88.2%-9.6pp | 87.1%-8.5pp | 82.8%-4.3pp |
| Annual return | 2.93% | 2113.22%-2110.3pp | 1501.63%-1498.7pp | 578.55%-575.6pp |
| Employer contribution / active EE | $710 | $6,275-88.7% | $5,445-87.0% | $4,876-85.4% |
| Participant deferral / active EE | $5,573 | $7,271-23.4% | $6,569-15.2% | $5,439+2.5% |
| Admin fee / account holder | $38,636 | $13,799+180.0% | $11,283+242.4% | $10,885+254.9% |