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 | $18,964 | $77,899-75.7% | $149,673-87.3% | $75,163-74.8% |
| Participation rate | 76.3% | 65.6%+10.7pp | 78.8%-2.5pp | 67.2%+9.1pp |
| Annual return | 1.14% | 31.72%-30.6pp | 134.42%-133.3pp | 160.62%-159.5pp |
| Employer contribution / active EE | $1,120 | $3,137-64.3% | $4,818-76.8% | $2,670-58.0% |
| Participant deferral / active EE | $652 | $3,411-80.9% | $5,680-88.5% | $4,125-84.2% |
| Admin fee / account holder | $1,346 | $5,956-77.4% | $13,210-89.8% | $5,651-76.2% |