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 | $70,698 | $63,346+11.6% | $92,233-23.3% | $70,131+0.8% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 12.01% | 530.12%-518.1pp | 176.28%-164.3pp | 73.14%-61.1pp |
| Employer contribution / active EE | $2,400 | $2,471-2.9% | $3,679-34.8% | $2,342+2.5% |
| Participant deferral / active EE | $967 | $2,854-66.1% | $3,897-75.2% | $3,332-71.0% |
| Admin fee / account holder | $2,847 | $3,840-25.9% | $5,194-45.2% | $4,645-38.7% |