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 | $119,626 | $72,277+65.5% | $101,248+18.2% | $79,858+49.8% |
| Participation rate | 76.4% | 68.5%+7.9pp | 75.8%+0.6pp | 69.6%+6.7pp |
| Annual return | 10.16% | 22.30%-12.1pp | 46.47%-36.3pp | 31.71%-21.6pp |
| Employer contribution / active EE | $5,749 | $2,692+113.6% | $3,660+57.1% | $2,471+132.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $24,948 | $4,400+467.0% | $5,945+319.6% | $5,306+370.2% |