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 9-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 | $59,590 | $89,753-33.6% | $107,525-44.6% | $84,808-29.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 8.50% | 29.48%-21.0pp | 181.32%-172.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $1,546 | $3,113-50.4% | $3,754-58.8% | $2,631-41.3% |
| Participant deferral / active EE | $894 | $4,056-78.0% | $5,116-82.5% | $4,212-78.8% |
| Admin fee / account holder | $3,832 | $7,222-46.9% | $8,919-57.0% | $7,344-47.8% |