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 5-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 | $45,478 | $77,634-41.4% | $156,549-70.9% | $62,891-27.7% |
| Participation rate | 98.6% | 71.2%+27.4pp | 84.0%+14.6pp | 69.3%+29.3pp |
| Annual return | 0.95% | 50.32%-49.4pp | 32.23%-31.3pp | 20.14%-19.2pp |
| Employer contribution / active EE | $4,435 | $3,444+28.8% | $5,501-19.4% | $2,281+94.4% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,887 | $5,561+5.9% | $13,027-54.8% | $4,296+37.1% |