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 | $27,384 | $74,927-63.5% | $101,794-73.1% | $84,808-67.7% |
| Participation rate | 73.1% | 61.4%+11.7pp | 69.2%+3.9pp | 68.3%+4.8pp |
| Annual return | 11.54% | 18.70%-7.2pp | 30.53%-19.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $588 | $1,522-61.3% | $2,289-74.3% | $2,631-77.6% |
| Participant deferral / active EE | $950 | $3,099-69.3% | $4,084-76.7% | $4,212-77.4% |
| Admin fee / account holder | $1,075 | $6,514-83.5% | $8,777-87.8% | $7,344-85.4% |