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 | $69,949 | $137,414-49.1% | $189,513-63.1% | $85,850-18.5% |
| Participation rate | 95.7% | 84.6%+11.0pp | 87.8%+7.8pp | 69.3%+26.3pp |
| Annual return | 2.60% | 38.14%-35.5pp | 555.15%-552.5pp | 318.53%-315.9pp |
| Employer contribution / active EE | $3,433 | $4,344-21.0% | $6,162-44.3% | $2,565+33.8% |
| Participant deferral / active EE | $2,671 | $6,260-57.3% | $8,221-67.5% | $3,952-32.4% |
| Admin fee / account holder | $860 | $8,630-90.0% | $12,045-92.9% | $6,260-86.3% |