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 | $150,956 | $148,978+1.3% | $200,582-24.7% | $84,808+78.0% |
| Participation rate | 93.8% | 84.2%+9.5pp | 86.9%+6.9pp | 68.3%+25.4pp |
| Annual return | 8.84% | 28.16%-19.3pp | 42.33%-33.5pp | 40.90%-32.1pp |
| Employer contribution / active EE | $7,724 | $4,815+60.4% | $6,419+20.3% | $2,631+193.6% |
| Participant deferral / active EE | $2,745 | $7,142-61.6% | $9,331-70.6% | $4,212-34.8% |
| Admin fee / account holder | $9,918 | $13,977-29.0% | $16,305-39.2% | $7,344+35.0% |