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 | $102,134 | $93,571+9.2% | $135,903-24.8% | $75,163+35.9% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 13.65% | 30.90%-17.3pp | 68.23%-54.6pp | 160.62%-147.0pp |
| Employer contribution / active EE | $8,085 | $3,537+128.6% | $4,856+66.5% | $2,670+202.8% |
| Participant deferral / active EE | $2,465 | $6,404-61.5% | $7,758-68.2% | $4,125-40.3% |
| Admin fee / account holder | $2,671 | $6,975-61.7% | $10,762-75.2% | $5,651-52.7% |