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 | $66,194 | $54,590+21.3% | $81,930-19.2% | $73,488-9.9% |
| Participation rate | 78.6% | 68.3%+10.3pp | 72.0%+6.6pp | 70.7%+8.0pp |
| Annual return | 10.97% | 17.74%-6.8pp | 29.49%-18.5pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,387 | $1,636-15.2% | $4,310-67.8% | $2,270-38.9% |
| Participant deferral / active EE | $999 | $2,759-63.8% | $7,107-85.9% | $3,740-73.3% |
| Admin fee / account holder | $1,259 | $592+112.7% | $5,158-75.6% | $513+145.5% |