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 | $56,087 | $109,359-48.7% | $162,163-65.4% | $72,985-23.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 11.59% | 25.46%-13.9pp | 115.59%-104.0pp | 81.00%-69.4pp |
| Employer contribution / active EE | $2,801 | $3,907-28.3% | $5,614-50.1% | $2,440+14.8% |
| Participant deferral / active EE | $1,752 | $5,481-68.0% | $7,298-76.0% | $3,607-51.4% |
| Admin fee / account holder | $2,896 | $7,972-63.7% | $10,843-73.3% | $5,124-43.5% |