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 | $55,794 | $64,348-13.3% | $90,160-38.1% | $70,131-20.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.98% | 28.13%-21.1pp | 34.88%-27.9pp | 73.14%-66.2pp |
| Employer contribution / active EE | $2,183 | $2,046+6.7% | $3,318-34.2% | $2,342-6.8% |
| Participant deferral / active EE | $1,131 | $4,389-74.2% | $5,288-78.6% | $3,332-66.0% |
| Admin fee / account holder | $8,177 | $3,944+107.3% | $5,943+37.6% | $4,645+76.0% |