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 | $28,059 | $85,202-67.1% | $172,739-83.8% | $72,985-61.6% |
| Participation rate | 78.4% | 70.1%+8.3pp | 82.6%-4.3pp | 69.5%+8.9pp |
| Annual return | 3.06% | 27.32%-24.3pp | 802.84%-799.8pp | 81.00%-77.9pp |
| Employer contribution / active EE | $4,917 | $3,324+47.9% | $5,143-4.4% | $2,440+101.5% |
| Participant deferral / active EE | $809 | $3,260-75.2% | $5,198-84.4% | $3,607-77.6% |
| Admin fee / account holder | $4,530 | $5,884-23.0% | $13,954-67.5% | $5,124-11.6% |