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 | $75,306 | $54,762+37.5% | $90,281-16.6% | $72,985+3.2% |
| Participation rate | 85.7% | 65.1%+20.6pp | 73.3%+12.4pp | 69.5%+16.2pp |
| Annual return | 9.37% | 30.63%-21.3pp | 78.10%-68.7pp | 81.00%-71.6pp |
| Employer contribution / active EE | $608 | $2,092-71.0% | $2,854-78.7% | $2,440-75.1% |
| Participant deferral / active EE | $715 | $2,887-75.2% | $3,885-81.6% | $3,607-80.2% |
| Admin fee / account holder | $7,810 | $3,972+96.6% | $5,351+45.9% | $5,124+52.4% |