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 | $88,724 | $86,944+2.0% | $107,525-17.5% | $74,304+19.4% |
| Participation rate | 73.9% | 59.6%+14.3pp | 75.1%-1.2pp | 60.3%+13.5pp |
| Annual return | 9.01% | 23.52%-14.5pp | 181.32%-172.3pp | 29.43%-20.4pp |
| Employer contribution / active EE | $3,242 | $2,757+17.6% | $3,754-13.6% | $2,241+44.6% |
| Participant deferral / active EE | $1,014 | $3,554-71.5% | $5,116-80.2% | $3,767-73.1% |
| Admin fee / account holder | $2,407 | $3,727-35.4% | $8,919-73.0% | $2,969-18.9% |