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 3-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 | $34,595 | $159,602-78.3% | $150,045-76.9% | $142,382-75.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.11% | 70.24%-60.1pp | 62.55%-52.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,253 | $4,961-74.7% | $4,693-73.3% | $4,299-70.9% |
| Participant deferral / active EE | $1,431 | $8,310-82.8% | $7,997-82.1% | $6,507-78.0% |
| Admin fee / account holder | $6,786 | $14,846-54.3% | $13,435-49.5% | $12,624-46.2% |