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 8-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 | $177,496 | $49,025+262.0% | $87,507+102.8% | $62,891+182.2% |
| Participation rate | 91.7% | 64.9%+26.8pp | 73.8%+17.8pp | 69.3%+22.4pp |
| Annual return | 2.35% | 10.02%-7.7pp | 12.21%-9.9pp | 20.14%-17.8pp |
| Employer contribution / active EE | $9,860 | $1,372+618.8% | $2,550+286.7% | $2,281+332.3% |
| Participant deferral / active EE | $262 | $2,289-88.6% | $3,149-91.7% | $3,203-91.8% |
| Admin fee / account holder | $7,679 | $4,065+88.9% | $4,221+81.9% | $4,296+78.8% |