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 | $112,269 | $73,933+51.9% | $96,683+16.1% | $75,163+49.4% |
| Participation rate | 74.2% | 66.4%+7.8pp | 74.3%-0.1pp | 67.2%+7.0pp |
| Annual return | 8.58% | 26.70%-18.1pp | 35.69%-27.1pp | 160.62%-152.0pp |
| Employer contribution / active EE | $718 | $2,928-75.5% | $3,737-80.8% | $2,670-73.1% |
| Participant deferral / active EE | $4,049 | $3,659+10.7% | $4,878-17.0% | $4,125-1.9% |
| Admin fee / account holder | $19,214 | $5,216+268.4% | $6,730+185.5% | $5,651+240.0% |