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 | $37,043 | $84,233-56.0% | $170,442-78.3% | $70,131-47.2% |
| Participation rate | 83.7% | 70.8%+12.9pp | 83.6%+0.1pp | 69.5%+14.2pp |
| Annual return | 9.06% | 23.06%-14.0pp | 205.93%-196.9pp | 73.14%-64.1pp |
| Employer contribution / active EE | $1,263 | $3,387-62.7% | $5,433-76.8% | $2,342-46.1% |
| Participant deferral / active EE | $616 | $3,086-80.0% | $4,939-87.5% | $3,332-81.5% |
| Admin fee / account holder | $1,689 | $5,698-70.4% | $13,880-87.8% | $4,645-63.6% |