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 9-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 | $181,326 | $95,803+89.3% | $113,168+60.2% | $84,808+113.8% |
| Participation rate | 98.1% | 72.9%+25.2pp | 76.6%+21.5pp | 68.3%+29.8pp |
| Annual return | -4.46% | 25.00%-29.5pp | 24.27%-28.7pp | 40.90%-45.4pp |
| Employer contribution / active EE | $7,063 | $2,360+199.3% | $2,975+137.4% | $2,631+168.5% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,173 | $8,989-42.5% | $12,068-57.1% | $7,344-29.6% |