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 9-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.
Participant 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 | $48,156 | $157,256-69.4% | $141,162-65.9% | $152,861-68.5% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 5.22% | 64.32%-59.1pp | 71.39%-66.2pp | 345.32%-340.1pp |
| Employer contribution / active EE | $4,527 | $5,261-13.9% | $4,735-4.4% | $4,762-4.9% |
| Participant deferral / active EE | $1,628 | $7,109-77.1% | $6,709-75.7% | $5,850-72.2% |
| Admin fee / account holder | $17,341 | $12,120+43.1% | $10,261+69.0% | $11,596+49.5% |