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 | $45,887 | $109,413-58.1% | $156,263-70.6% | $84,808-45.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 5.13% | 20.18%-15.1pp | 59.47%-54.3pp | 40.90%-35.8pp |
| Employer contribution / active EE | $1,724 | $2,907-40.7% | $4,333-60.2% | $2,631-34.5% |
| Participant deferral / active EE | $1,855 | $4,590-59.6% | $6,158-69.9% | $4,212-55.9% |
| Admin fee / account holder | $30,853 | $9,357+229.7% | $14,255+116.4% | $7,344+320.1% |