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 | $21,237 | $57,065-62.8% | $75,670-71.9% | $70,131-69.7% |
| Participation rate | 97.7% | 68.1%+29.6pp | 72.3%+25.3pp | 69.5%+28.1pp |
| Annual return | 10.52% | 23.57%-13.1pp | 27.34%-16.8pp | 73.14%-62.6pp |
| Employer contribution / active EE | $698 | $1,817-61.6% | $2,352-70.3% | $2,342-70.2% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,619 | $3,825-57.7% | $5,800-72.1% | $4,645-65.1% |