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 | $116,323 | $201,272-42.2% | $184,203-36.9% | $145,922-20.3% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 6.31% | 29.00%-22.7pp | 28.81%-22.5pp | 561.29%-555.0pp |
| Employer contribution / active EE | $3,486 | $7,022-50.3% | $6,427-45.8% | $4,660-25.2% |
| Participant deferral / active EE | $2,128 | $9,806-78.3% | $9,131-76.7% | $6,688-68.2% |
| Admin fee / account holder | $14,223 | $16,364-13.1% | $13,901+2.3% | $13,397+6.2% |