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 4-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 | $24,689 | $93,571-73.6% | $135,903-81.8% | $75,163-67.2% |
| Participation rate | 73.0% | 75.2%-2.2pp | 81.9%-8.9pp | 67.2%+5.8pp |
| Annual return | 13.76% | 30.90%-17.1pp | 68.23%-54.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,268 | $3,537-64.2% | $4,856-73.9% | $2,670-52.5% |
| Participant deferral / active EE | $1,880 | $6,404-70.6% | $7,758-75.8% | $4,125-54.4% |
| Admin fee / account holder | $2,196 | $6,975-68.5% | $10,762-79.6% | $5,651-61.1% |