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 | $39,953 | $197,591-79.8% | $177,821-77.5% | $158,922-74.9% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 4.90% | 58.76%-53.9pp | 48.32%-43.4pp | 302.83%-297.9pp |
| Employer contribution / active EE | $3,085 | $6,697-53.9% | $5,918-47.9% | $4,761-35.2% |
| Participant deferral / active EE | $1,764 | $8,405-79.0% | $7,714-77.1% | $5,982-70.5% |
| Admin fee / account holder | $4,602 | $15,399-70.1% | $12,427-63.0% | $11,246-59.1% |