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 | $71,234 | $148,534-52.0% | $135,903-47.6% | $139,434-48.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.47% | 79.19%-70.7pp | 68.23%-59.8pp | 372.94%-364.5pp |
| Employer contribution / active EE | $3,478 | $5,243-33.7% | $4,856-28.4% | $4,751-26.8% |
| Participant deferral / active EE | $1,334 | $8,100-83.5% | $7,758-82.8% | $6,710-80.1% |
| Admin fee / account holder | $1,817 | $12,400-85.3% | $10,762-83.1% | $11,403-84.1% |