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 | $45,143 | $124,281-63.7% | $109,143-58.6% | $167,490-73.0% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 5.72% | 26.04%-20.3pp | 25.75%-20.0pp | 478.56%-472.8pp |
| Employer contribution / active EE | $8,613 | $4,207+104.7% | $3,722+131.4% | $4,837+78.0% |
| Participant deferral / active EE | $488 | $5,255-90.7% | $4,653-89.5% | $6,341-92.3% |
| Admin fee / account holder | $1,151 | $7,970-85.6% | $6,752-83.0% | $12,309-90.6% |