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 | $89,576 | $177,572-49.6% | $154,803-42.1% | $142,382-37.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | -16.60% | 65.07%-81.7pp | 58.88%-75.5pp | 217.08%-233.7pp |
| Employer contribution / active EE | $1,171 | $4,810-75.7% | $4,305-72.8% | $4,299-72.8% |
| Participant deferral / active EE | $1,478 | $6,272-76.4% | $5,540-73.3% | $6,507-77.3% |
| Admin fee / account holder | $31,489 | $16,786+87.6% | $14,329+119.8% | $12,624+149.4% |