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 | $34,298 | $86,891-60.5% | $142,449-75.9% | $75,163-54.4% |
| Participation rate | 98.1% | 68.5%+29.6pp | 76.8%+21.3pp | 67.2%+30.9pp |
| Annual return | 13.08% | 23.31%-10.2pp | 19.99%-6.9pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,463 | $3,355-56.4% | $4,847-69.8% | $2,670-45.2% |
| Participant deferral / active EE | $1,319 | $4,938-73.3% | $6,283-79.0% | $4,125-68.0% |
| Admin fee / account holder | $829 | $7,299-88.6% | $10,011-91.7% | $5,651-85.3% |