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 | $58,294 | $109,881-46.9% | $150,045-61.1% | $84,808-31.3% |
| Participation rate | 83.9% | 76.1%+7.8pp | 82.3%+1.5pp | 68.3%+15.6pp |
| Annual return | 11.48% | 28.25%-16.8pp | 62.55%-51.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $918 | $3,561-74.2% | $4,693-80.4% | $2,631-65.1% |
| Participant deferral / active EE | $2,539 | $6,636-61.7% | $7,997-68.3% | $4,212-39.7% |
| Admin fee / account holder | $3,582 | $8,568-58.2% | $13,435-73.3% | $7,344-51.2% |