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 | $112,707 | $80,753+39.6% | $136,294-17.3% | $62,292+80.9% |
| Participation rate | 81.9% | 73.5%+8.4pp | 81.9%0pp | 69.5%+12.4pp |
| Annual return | 12.32% | 35.83%-23.5pp | 5155.94%-5143.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $37 | $2,884-98.7% | $4,695-99.2% | $2,042-98.2% |
| Participant deferral / active EE | $6,159 | $5,164+19.3% | $6,247-1.4% | $3,169+94.3% |
| Admin fee / account holder | $5,398 | $525+927.3% | $9,243-41.6% | $479+1026.0% |