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 | $84,708 | $123,793-31.6% | $177,821-52.4% | $79,858+6.1% |
| Participation rate | 88.5% | 84.7%+3.8pp | 87.7%+0.7pp | 69.6%+18.8pp |
| Annual return | 10.07% | 22.82%-12.8pp | 48.32%-38.3pp | 31.71%-21.6pp |
| Employer contribution / active EE | $4,808 | $4,095+17.4% | $5,918-18.8% | $2,471+94.6% |
| Participant deferral / active EE | $2,587 | $5,956-56.6% | $7,714-66.5% | $3,740-30.8% |
| Admin fee / account holder | $486 | $7,243-93.3% | $12,427-96.1% | $5,306-90.8% |