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 | $59,248 | $137,414-56.9% | $189,513-68.7% | $85,850-31.0% |
| Participation rate | 98.9% | 84.6%+14.3pp | 87.8%+11.1pp | 69.3%+29.6pp |
| Annual return | 6.49% | 38.14%-31.7pp | 555.15%-548.7pp | 318.53%-312.0pp |
| Employer contribution / active EE | $3,414 | $4,344-21.4% | $6,162-44.6% | $2,565+33.1% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,017 | $8,630-76.6% | $12,045-83.3% | $6,260-67.8% |