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 | $62,207 | $86,929-28.4% | $102,423-39.3% | $80,856-23.1% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 4.81% | 18.88%-14.1pp | 29.32%-24.5pp | 35.59%-30.8pp |
| Employer contribution / active EE | $714 | $2,369-69.9% | $3,023-76.4% | $2,755-74.1% |
| Participant deferral / active EE | $744 | $4,118-81.9% | $5,053-85.3% | $4,296-82.7% |
| Admin fee / account holder | $6,228 | $8,049-22.6% | $9,451-34.1% | $6,918-10.0% |