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 | $74,678 | $125,758-40.6% | $169,993-56.1% | $75,163-0.6% |
| Participation rate | 93.1% | 83.6%+9.5pp | 87.0%+6.1pp | 67.2%+25.9pp |
| Annual return | 12.88% | 27.20%-14.3pp | 53.37%-40.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $3,037 | $4,615-34.2% | $6,785-55.2% | $2,670+13.8% |
| Participant deferral / active EE | $2,639 | $6,837-61.4% | $10,408-74.6% | $4,125-36.0% |
| Admin fee / account holder | $3,536 | $8,173-56.7% | $12,815-72.4% | $5,651-37.4% |