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 | $68,113 | $102,317-33.4% | $146,958-53.7% | $80,856-15.8% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 9.12% | 134.76%-125.6pp | 418.34%-409.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $5,714 | $3,713+53.9% | $4,933+15.8% | $2,755+107.4% |
| Participant deferral / active EE | $1,503 | $6,644-77.4% | $8,070-81.4% | $4,296-65.0% |
| Admin fee / account holder | $4,703 | $7,941-40.8% | $12,998-63.8% | $6,918-32.0% |