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 | $44,034 | $125,758-65.0% | $169,993-74.1% | $75,163-41.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.84% | 27.20%-14.4pp | 53.37%-40.5pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,478 | $4,615-46.3% | $6,785-63.5% | $2,670-7.2% |
| Participant deferral / active EE | $2,376 | $6,837-65.3% | $10,408-77.2% | $4,125-42.4% |
| Admin fee / account holder | $804 | $8,173-90.2% | $12,815-93.7% | $5,651-85.8% |