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 | $37,989 | $81,208-53.2% | $98,907-61.6% | $79,858-52.4% |
| Participation rate | 74.6% | 72.5%+2.1pp | 76.0%-1.4pp | 69.6%+5.0pp |
| Annual return | 9.59% | 60.99%-51.4pp | 196.43%-186.8pp | 31.71%-22.1pp |
| Employer contribution / active EE | $431 | $1,960-78.0% | $2,689-84.0% | $2,471-82.6% |
| Participant deferral / active EE | $1,266 | $3,265-61.2% | $4,244-70.2% | $3,740-66.1% |
| Admin fee / account holder | $1,683 | $6,013-72.0% | $6,642-74.7% | $5,306-68.3% |