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 | $90,914 | $138,347-34.3% | $184,203-50.6% | $80,856+12.4% |
| Participation rate | 91.2% | 83.9%+7.3pp | 86.8%+4.4pp | 67.6%+23.5pp |
| Annual return | 10.77% | 20.02%-9.3pp | 28.81%-18.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,218 | $4,850-54.3% | $6,427-65.5% | $2,755-19.5% |
| Participant deferral / active EE | $2,954 | $7,071-58.2% | $9,131-67.7% | $4,296-31.2% |
| Admin fee / account holder | $14,968 | $10,483+42.8% | $13,901+7.7% | $6,918+116.4% |