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 | $70,534 | $98,750-28.6% | $149,696-52.9% | $79,858-11.7% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 8.08% | 27.43%-19.3pp | 276.60%-268.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $2,414 | $3,216-25.0% | $4,644-48.0% | $2,471-2.3% |
| Participant deferral / active EE | $1,254 | $5,680-77.9% | $6,842-81.7% | $3,740-66.5% |
| Admin fee / account holder | $5,942 | $6,053-1.8% | $9,309-36.2% | $5,306+12.0% |