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 | $85,307 | $116,175-26.6% | $93,606-8.9% | $152,861-44.2% |
| Participation rate | 88.9% | 78.0%+10.8pp | 75.8%+13.1pp | 82.4%+6.4pp |
| Annual return | 4.49% | 35.96%-31.5pp | 32.76%-28.3pp | 345.32%-340.8pp |
| Employer contribution / active EE | $927 | $3,218-71.2% | $2,718-65.9% | $4,762-80.5% |
| Participant deferral / active EE | $943 | $4,603-79.5% | $4,069-76.8% | $5,850-83.9% |
| Admin fee / account holder | $15,885 | $10,748+47.8% | $7,888+101.4% | $11,596+37.0% |