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 | $43,715 | $95,266-54.1% | $82,389-46.9% | $142,382-69.3% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.5%+21.4pp | 80.1%+10.8pp |
| Annual return | 10.69% | 25.74%-15.0pp | 28.67%-18.0pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,205 | $2,991-59.7% | $2,517-52.1% | $4,299-72.0% |
| Participant deferral / active EE | $620 | $4,809-87.1% | $4,155-85.1% | $6,507-90.5% |
| Admin fee / account holder | $2,649 | $8,563-69.1% | $7,231-63.4% | $12,624-79.0% |