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.
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 | $66,308 | $109,359-39.4% | $162,163-59.1% | $72,985-9.1% |
| Participation rate | 88.6% | 84.3%+4.4pp | 87.6%+1.1pp | 69.5%+19.2pp |
| Annual return | 8.70% | 25.46%-16.8pp | 115.59%-106.9pp | 81.00%-72.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,198 | $5,481-59.9% | $7,298-69.9% | $3,607-39.1% |
| Admin fee / account holder | $5,880 | $7,972-26.2% | $10,843-45.8% | $5,124+14.7% |