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 | $36,472 | $85,766-57.5% | $136,294-73.2% | $70,131-48.0% |
| Participation rate | 85.1% | 74.2%+11.0pp | 81.9%+3.2pp | 69.5%+15.6pp |
| Annual return | 9.84% | 31.45%-21.6pp | 5155.94%-5146.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $1,455 | $2,966-50.9% | $4,695-69.0% | $2,342-37.9% |
| Participant deferral / active EE | $2,015 | $5,051-60.1% | $6,247-67.7% | $3,332-39.5% |
| Admin fee / account holder | $5,180 | $5,420-4.4% | $9,243-44.0% | $4,645+11.5% |