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 | $102,700 | $78,705+30.5% | $117,854-12.9% | $70,131+46.4% |
| Participation rate | 78.4% | 73.2%+5.2pp | 79.7%-1.3pp | 69.5%+8.8pp |
| Annual return | 8.81% | 23.30%-14.5pp | 335.08%-326.3pp | 73.14%-64.3pp |
| Employer contribution / active EE | $454 | $2,223-79.6% | $3,786-88.0% | $2,342-80.6% |
| Participant deferral / active EE | $2,912 | $3,297-11.7% | $4,482-35.0% | $3,332-12.6% |
| Admin fee / account holder | $45,379 | $5,065+795.9% | $8,020+465.8% | $4,645+876.9% |