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 | $47,321 | $74,927-36.8% | $101,794-53.5% | $84,808-44.2% |
| Participation rate | 96.1% | 61.4%+34.7pp | 69.2%+26.9pp | 68.3%+27.8pp |
| Annual return | 11.43% | 18.70%-7.3pp | 30.53%-19.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,177 | $1,522+43.1% | $2,289-4.9% | $2,631-17.2% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,497 | $6,514-77.0% | $8,777-82.9% | $7,344-79.6% |