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 | $35,483 | $85,766-58.6% | $136,294-74.0% | $70,131-49.4% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 11.76% | 31.45%-19.7pp | 5155.94%-5144.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,102 | $2,966-62.9% | $4,695-76.5% | $2,342-53.0% |
| Participant deferral / active EE | $2,076 | $5,051-58.9% | $6,247-66.8% | $3,332-37.7% |
| Admin fee / account holder | $1,113 | $5,420-79.5% | $9,243-88.0% | $4,645-76.0% |