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 | $40,109 | $68,346-41.3% | $94,646-57.6% | $75,163-46.6% |
| Participation rate | 74.5% | 76.1%-1.6pp | 80.8%-6.3pp | 67.2%+7.3pp |
| Annual return | 13.77% | 616.93%-603.2pp | 156.71%-142.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,906 | $2,701-29.4% | $3,672-48.1% | $2,670-28.6% |
| Participant deferral / active EE | $2,047 | $6,537-68.7% | $7,418-72.4% | $4,125-50.4% |
| Admin fee / account holder | $4,849 | $5,326-8.9% | $7,231-32.9% | $5,651-14.2% |