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 | $66,098 | $94,338-29.9% | $100,534-34.3% | $142,382-53.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 80.6%-0.6pp | 80.1%-0.1pp |
| Annual return | 7.11% | 29.20%-22.1pp | 32.66%-25.6pp | 217.08%-210.0pp |
| Employer contribution / active EE | $5,912 | $4,237+39.5% | $4,346+36.0% | $4,299+37.5% |
| Participant deferral / active EE | $0 | $5,934-100.0% | $6,144-100.0% | $6,507-100.0% |
| Admin fee / account holder | $708 | $8,421-91.6% | $7,654-90.7% | $12,624-94.4% |