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 | $51,338 | $81,446-37.0% | $103,374-50.3% | $80,874-36.5% |
| Participation rate | 93.6% | 66.9%+26.8pp | 74.5%+19.1pp | 67.6%+26.0pp |
| Annual return | -2.20% | 25.57%-27.8pp | 24.89%-27.1pp | 35.62%-37.8pp |
| Employer contribution / active EE | $14,790 | $3,107+376.0% | $3,869+282.2% | $2,756+436.7% |
| Participant deferral / active EE | $516 | $3,870-86.7% | $5,058-89.8% | $4,297-88.0% |
| Admin fee / account holder | $10,663 | $6,715+58.8% | $8,394+27.0% | $6,935+53.8% |