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 | $59,598 | $177,572-66.4% | $154,803-61.5% | $142,382-58.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 1.99% | 65.07%-63.1pp | 58.88%-56.9pp | 217.08%-215.1pp |
| Employer contribution / active EE | $932 | $4,810-80.6% | $4,305-78.4% | $4,299-78.3% |
| Participant deferral / active EE | $1,222 | $6,272-80.5% | $5,540-77.9% | $6,507-81.2% |
| Admin fee / account holder | $241,192 | $16,786+1336.9% | $14,329+1583.2% | $12,624+1810.6% |