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 | $28,783 | $67,411-57.3% | $91,001-68.4% | $70,131-59.0% |
| Participation rate | 83.3% | 71.4%+12.0pp | 75.6%+7.7pp | 69.5%+13.8pp |
| Annual return | 7.35% | -40.16%+47.5pp | 4.60%+2.8pp | 73.14%-65.8pp |
| Employer contribution / active EE | $477 | $1,786-73.3% | $2,456-80.6% | $2,342-79.6% |
| Participant deferral / active EE | $1,030 | $2,823-63.5% | $3,547-71.0% | $3,332-69.1% |
| Admin fee / account holder | $1,763 | $4,236-58.4% | $5,417-67.4% | $4,645-62.0% |