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 | $79,811 | $78,422+1.8% | $95,952-16.8% | $79,858-0.1% |
| Participation rate | 70.6% | 73.5%-2.9pp | 77.1%-6.5pp | 69.6%+1.0pp |
| Annual return | 8.67% | 19.37%-10.7pp | 91.61%-82.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $167 | $1,945-91.4% | $2,541-93.4% | $2,471-93.2% |
| Participant deferral / active EE | $2,711 | $3,440-21.2% | $4,167-34.9% | $3,740-27.5% |
| Admin fee / account holder | $12,452 | $5,622+121.5% | $6,795+83.2% | $5,306+134.7% |