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 | $108,481 | $87,841+23.5% | $133,980-19.0% | $62,891+72.5% |
| Participation rate | 93.5% | 83.4%+10.1pp | 87.1%+6.4pp | 69.3%+24.2pp |
| Annual return | 4.92% | 12.05%-7.1pp | 29.30%-24.4pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,025 | $3,483-70.6% | $5,211-80.3% | $2,281-55.1% |
| Participant deferral / active EE | $5,783 | $4,812+20.2% | $6,282-7.9% | $3,203+80.5% |
| Admin fee / account holder | $4,807 | $5,371-10.5% | $9,324-48.4% | $4,296+11.9% |