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 | $32,686 | $98,240-66.7% | $82,313-60.3% | $147,584-77.9% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 8.11% | 30.85%-22.7pp | 25.88%-17.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $819 | $4,383-81.3% | $3,706-77.9% | $5,439-84.9% |
| Admin fee / account holder | $3,533 | $8,563-58.7% | $5,608-37.0% | $10,885-67.5% |