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 | $46,194 | $209,832-78.0% | $189,513-75.6% | $167,490-72.4% |
| Participation rate | 73.3% | 88.7%-15.3pp | 87.8%-14.5pp | 82.1%-8.8pp |
| Annual return | 9.00% | 748.27%-739.3pp | 555.15%-546.2pp | 478.56%-469.6pp |
| Employer contribution / active EE | $2,569 | $6,914-62.8% | $6,162-58.3% | $4,837-46.9% |
| Participant deferral / active EE | $1,478 | $8,935-83.5% | $8,221-82.0% | $6,341-76.7% |
| Admin fee / account holder | $1,446 | $14,293-89.9% | $12,045-88.0% | $12,309-88.3% |