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 3-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 | $36,020 | $185,822-80.6% | $169,993-78.8% | $139,434-74.2% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 9.47% | 60.50%-51.0pp | 53.37%-43.9pp | 372.94%-363.5pp |
| Employer contribution / active EE | $2,748 | $7,590-63.8% | $6,785-59.5% | $4,751-42.1% |
| Participant deferral / active EE | $2,130 | $11,622-81.7% | $10,408-79.5% | $6,710-68.3% |
| Admin fee / account holder | $7,239 | $15,381-52.9% | $12,815-43.5% | $11,403-36.5% |