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 | $171,973 | $157,256+9.4% | $141,162+21.8% | $152,861+12.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 14.26% | 64.32%-50.1pp | 71.39%-57.1pp | 345.32%-331.1pp |
| Employer contribution / active EE | $9,210 | $5,261+75.1% | $4,735+94.5% | $4,762+93.4% |
| Participant deferral / active EE | $1,018 | $7,109-85.7% | $6,709-84.8% | $5,850-82.6% |
| Admin fee / account holder | $12,633 | $12,120+4.2% | $10,261+23.1% | $11,596+8.9% |