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 9-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 | $39,886 | $65,365-39.0% | $92,893-57.1% | $72,985-45.3% |
| Participation rate | 90.6% | 68.3%+22.3pp | 76.0%+14.6pp | 69.5%+21.1pp |
| Annual return | 8.17% | 42.10%-33.9pp | 109.41%-101.2pp | 81.00%-72.8pp |
| Employer contribution / active EE | $15,946 | $2,594+514.7% | $3,653+336.6% | $2,440+553.6% |
| Participant deferral / active EE | $1,007 | $3,128-67.8% | $4,236-76.2% | $3,607-72.1% |
| Admin fee / account holder | $1,539 | $4,251-63.8% | $5,794-73.4% | $5,124-70.0% |