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 | $41,407 | $91,552-54.8% | $133,956-69.1% | $79,858-48.1% |
| Participation rate | 98.6% | 73.3%+25.2pp | 79.8%+18.8pp | 69.6%+29.0pp |
| Annual return | 7.94% | 61.85%-53.9pp | 45.09%-37.2pp | 31.71%-23.8pp |
| Employer contribution / active EE | $2,987 | $2,384+25.3% | $3,919-23.8% | $2,471+20.9% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,260 | $6,321-80.1% | $8,927-85.9% | $5,306-76.2% |