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 | $54,993 | $137,414-60.0% | $189,513-71.0% | $85,850-35.9% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | 9.31% | 38.14%-28.8pp | 555.15%-545.8pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,943 | $4,344-55.3% | $6,162-68.5% | $2,565-24.3% |
| Participant deferral / active EE | $1,641 | $6,260-73.8% | $8,221-80.0% | $3,952-58.5% |
| Admin fee / account holder | $2,717 | $8,630-68.5% | $12,045-77.4% | $6,260-56.6% |