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 | $29,876 | $50,958-41.4% | $74,550-59.9% | $64,186-53.5% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -8.34% | -1.86%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $614 | $1,115-44.9% | $1,961-68.7% | $2,381-74.2% |
| Participant deferral / active EE | $509 | $2,301-77.9% | $3,108-83.6% | $3,470-85.3% |
| Admin fee / account holder | $2,092 | $4,223-50.5% | $5,060-58.7% | $4,888-57.2% |