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 | $89,428 | $138,347-35.4% | $184,203-51.5% | $80,856+10.6% |
| Participation rate | 97.1% | 83.9%+13.2pp | 86.8%+10.2pp | 67.6%+29.4pp |
| Annual return | 7.96% | 20.02%-12.1pp | 28.81%-20.9pp | 35.59%-27.6pp |
| Employer contribution / active EE | $3,452 | $4,850-28.8% | $6,427-46.3% | $2,755+25.3% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $893 | $10,483-91.5% | $13,901-93.6% | $6,918-87.1% |