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 | $40,978 | $98,750-58.5% | $149,696-72.6% | $79,858-48.7% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.6%+18.2pp |
| Annual return | 10.61% | 27.43%-16.8pp | 276.60%-266.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $994 | $3,216-69.1% | $4,644-78.6% | $2,471-59.8% |
| Participant deferral / active EE | $1,326 | $5,680-76.6% | $6,842-80.6% | $3,740-64.5% |
| Admin fee / account holder | $11,817 | $6,053+95.2% | $9,309+26.9% | $5,306+122.7% |