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 | $43,071 | $226,064-80.9% | $182,532-76.4% | $152,861-71.8% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.0%+15.8pp | 82.4%+11.3pp |
| Annual return | 1.05% | 192.51%-191.5pp | 148.54%-147.5pp | 345.32%-344.3pp |
| Employer contribution / active EE | $1,571 | $4,978-68.4% | $4,076-61.5% | $4,762-67.0% |
| Participant deferral / active EE | $1,022 | $6,368-83.9% | $5,524-81.5% | $5,850-82.5% |
| Admin fee / account holder | $644 | $10,703-94.0% | $8,592-92.5% | $11,596-94.4% |