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 | $92,194 | $154,228-40.2% | $145,433-36.6% | $137,256-32.8% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 8.64% | 74.59%-65.9pp | 66.58%-57.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,732 | $4,804-64.0% | $4,554-62.0% | $4,156-58.3% |
| Participant deferral / active EE | $2,115 | $8,216-74.3% | $7,897-73.2% | $6,407-67.0% |
| Admin fee / account holder | $12,355 | $14,344-13.9% | $13,129-5.9% | $12,270+0.7% |